Jeremy Grantham's SMCI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 192,092 shares of Super Micro Computer, Inc. (SMCI) worth $4.37 M, representing 0.01% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jeremy Grantham has initiated a new position in SMCI, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 108,097 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Super Micro Computer (SMCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Super Micro Computer (SMCI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +108,097 | Add 128.69% | 192,092 | $22.77 |
| Q4 2025 | +83,995 | New Buy | 83,995 | $29.27 |
Jeremy Grantham's Super Micro Computer Investment FAQs
Jeremy Grantham first purchased Super Micro Computer, Inc. (SMCI) in Q4 2025, acquiring 83,995 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Super Micro Computer, Inc. (SMCI) for 2 quarters since Q4 2025.
Jeremy Grantham's largest addition to Super Micro Computer, Inc. (SMCI) was in Q1 2026, adding 192,092 shares worth $4.37 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 192,092 shares of Super Micro Computer, Inc. (SMCI), valued at approximately $4.37 M.
As of the Q1 2026 filing, Super Micro Computer, Inc. (SMCI) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Super Micro Computer, Inc. (SMCI) was 192,092 shares, as reported at the end of Q1 2026.