Renaissance Technologies (RenTech)'s SMCI Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 6.79 M shares of Super Micro Computer, Inc. (SMCI) worth $199.02 M, representing 0.27% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in SMCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 6.73 M shares. Largest reduction occurred in Q2 2023, reducing 5.18 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Super Micro Computer (SMCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Super Micro Computer (SMCI) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +6.73 M | Add 11323.57% | 6.79 M | $29.33 |
| Q1 2026 | +59,400 | New Buy | 59,400 | $22.77 |
| Q1 2025 | -1.64 M | Sold Out | 0 | $0.00 |
| Q4 2024 | -1.4 M | Reduce 46.17% | 1.64 M | $30.48 |
| Q3 2024 | +3.04 M | New Buy | 3.04 M | $41.64 |
| Q1 2024 | -30,000 | Sold Out | 0 | $0.00 |
| Q4 2023 | +30,000 | New Buy | 30,000 | $28.43 |
| Q3 2023 | -1.8 M | Sold Out | 0 | $0.00 |
| Q2 2023 | -5.18 M | Reduce 74.26% | 1.8 M | $0.02 |
| Q1 2023 | +1.29 M | Add 22.67% | 6.98 M | $0.01 |
| Q4 2022 | +1.95 M | Add 52.28% | 5.69 M | $0.01 |
| Q3 2022 | +3.61 M | Add 2901.73% | 3.73 M | $5.51 |
| Q2 2022 | -317,000 | Reduce 71.82% | 124,400 | $4.04 |
| Q1 2022 | -304,970 | Reduce 40.86% | 441,400 | $3.81 |
| Q4 2021 | +124,970 | Add 20.11% | 746,370 | $4.39 |
| Q3 2021 | +498,000 | Add 403.57% | 621,400 | $3.66 |
| Q2 2021 | +123,400 | New Buy | 123,400 | $3.52 |
| Q1 2021 | -382,400 | Sold Out | 0 | $0.00 |
| Q4 2020 | +382,400 | New Buy | 382,400 | $3.17 |
| Q1 2018 | -2.16 M | Sold Out | 0 | $0.00 |
| Q4 2017 | -1.1 M | Reduce 33.73% | 2.16 M | $2.09 |
| Q3 2017 | +1,000 | Add 0.03% | 3.25 M | $2.21 |
| Q2 2017 | +3.25 M | New Buy | 3.25 M | $2.47 |
| Q4 2016 | -1.65 M | Sold Out | 0 | $0.00 |
| Q3 2016 | +1.11 M | Add 203.87% | 1.65 M | $2.34 |
| Q2 2016 | +543,000 | New Buy | 543,000 | $2.48 |
| Q1 2015 | -799,000 | Sold Out | 0 | $0.00 |
| Q4 2014 | +799,000 | New Buy | 799,000 | $3.49 |
| Q4 2013 | -253,000 | Sold Out | 0 | $0.00 |
| Q3 2013 | +253,000 | New Buy | 253,000 | $1.36 |
Renaissance Technologies (RenTech)'s Super Micro Computer Investment FAQs
Renaissance Technologies (RenTech) first purchased Super Micro Computer, Inc. (SMCI) in Q3 2013, acquiring 253,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Super Micro Computer, Inc. (SMCI) for 30 quarters since Q3 2013.
Renaissance Technologies (RenTech)'s largest addition to Super Micro Computer, Inc. (SMCI) was in Q2 2026, adding 6,785,600 shares worth $199.02 M.
According to the latest 13F filing for Q2 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 6,785,600 shares of Super Micro Computer, Inc. (SMCI), valued at approximately $199.02 M.
As of the Q2 2026 filing, Super Micro Computer, Inc. (SMCI) represents approximately 0.27% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Super Micro Computer, Inc. (SMCI) was 6,975,400 shares, as reported at the end of Q1 2023.