Polianta Ltd’s Super Micro Computer SMCI Stock Holding History

Polianta Ltd’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	–	Sell	-46,000	Closed	-$1.05M	–	108
2026 Q1	$1.05M	Hold	46,000	–	–	0.14%	86
2025 Q4	$1.35M	Buy	46,000 +11,500	+33%	+$473K	0.18%	74
2025 Q3	$1.65M	Buy	34,500 +5,900	+21%	+$282K	0.68%	17
2025 Q2	$1.4M	Hold	28,600	–	–	0.6%	28
2025 Q1	$979K	Buy	+28,600	New	+$1.09M	0.47%	67
2024 Q4	–	Sell	-26,000	Closed	-$1.08M	–	88
2024 Q3	$1.08M	Buy	26,000 +13,000	+100%	+$791K	0.51%	62
2024 Q2	$1.06M	Buy	13,000 +1,000	+8%	+$85.5K	0.54%	44
2024 Q1	$1.21M	Sell	12,000 -22,000	-65%	-$1.61M	0.59%	27
2023 Q4	$966K	Sell	34,000 -9,000	-21%	-$249K	0.56%	39
2023 Q3	$1.18M	Buy	+43,000	New	+$1.2M	0.58%	18

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Polianta Ltd's SMCI Position: Q2 2026 in Review

Polianta Ltd sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 46,000 shares — an estimated $1.05M sold.

Polianta Ltd first reported a position in SMCI in Q3 2023 and held it in 10 quarters. The position peaked at $1.65M in Q3 2025. 272 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Polianta Ltd reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Polianta Ltd sold 46,000 Super Micro Computer shares in Q2 2026, an estimated $1.05M.
Polianta Ltd first reported a position in Super Micro Computer in Q3 2023 and held it in 10 quarters.
Polianta Ltd's Super Micro Computer position peaked at $1.65M in Q3 2025.
272 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Polianta Ltd's 13F filing for Q2 2026, filed 8 Jul 2026.