Question 1

How many shares of SMCI does GEODE CAPITAL MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q1, GEODE CAPITAL MANAGEMENT, LLC holds 14.2M shares of SMCI (SUPER MICRO COMPUTER INC).

Question 2

What is GEODE CAPITAL MANAGEMENT, LLC's SMCI position worth?

Accepted Answer

As of 2026-Q1, GEODE CAPITAL MANAGEMENT, LLC's SMCI position is worth $321.1M.

Question 3

Is GEODE CAPITAL MANAGEMENT, LLC buying or selling SMCI?

Accepted Answer

In 2026-Q1, GEODE CAPITAL MANAGEMENT, LLC increased their SMCI position (+2.5% change in shares).

Question 4

When did GEODE CAPITAL MANAGEMENT, LLC first buy SMCI?

Accepted Answer

Based on available 13F filings, GEODE CAPITAL MANAGEMENT, LLC first reported a position in SMCI in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	14.2M	+2.5%	$321.1M	0.0%	$30.68	32
2025-Q4	Increased	13.8M	+0.3%	$402.6M	0.0%	$29.65	31
2025-Q3	Increased	13.8M	+0.1%	$657.4M	0.0%	$46.36	31
2025-Q2	Increased	13.8M	+2.7%	$671.3M	0.0%	$47.58	32
2025-Q1	Increased	13.4M	+4.2%	$457M	0.0%	$34.26	33
2024-Q4	New	12.8M	-	$390.6M	0.0%	$30.68	43

SMCI6 quarters

SMCI
6 quarters