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OP Asset Management’s Super Micro Computer SMCI Stock Holding History

OP Asset Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71M Buy
58,442
+4,839
+9% +$154K 0.02% 511
2026
Q1 		$1.22M Sell
53,603
-5,889
-10% -$177K 0.01% 582
2025
Q4 		$1.74M Buy
59,492
+3,138
+6% +$129K 0.02% 476
2025
Q3 		$2.7M Buy
56,354
+3,645
+7% +$174K 0.04% 356
2025
Q2 		$2.58M Sell
52,709
-1,725
-3% -$66.5K 0.04% 355
2025
Q1 		$1.86M Buy
+54,434
New +$2.07M 0.03% 431

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OP Asset Management's SMCI Position: Q2 2026 in Review

OP Asset Management increased its Super Micro Computer (SMCI) stake by 9% in Q2 2026, buying an estimated $154K and bringing the position to 58,442 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #511.

OP Asset Management first reported a position in SMCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.7M in Q3 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • OP Asset Management held 58,442 shares of Super Micro Computer worth $1.71M as of Q2 2026.
  • OP Asset Management bought 4,839 Super Micro Computer shares in Q2 2026, an estimated $154K.
  • Super Micro Computer made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #511 holding.
  • OP Asset Management first reported a position in Super Micro Computer in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Super Micro Computer position peaked at $2.7M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.