Assenagon Asset Management Boosts Stake in Super Micro Computer

Institutional investor increases position in tech company by over 100% in Q4

Mar. 28, 2026 at 7:08am

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Assenagon Asset Management S.A. significantly increased its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) during the fourth quarter of 2025, according to a recent SEC filing. The institutional investor now owns approximately 459,803 shares of the computer hardware company, representing a 109.7% increase from the prior quarter.

Why it matters

Super Micro Computer is a leading provider of high-performance server and storage solutions, with a focus on energy-efficient and GPU-accelerated systems. The company's products are used by enterprise, cloud, and high-performance computing customers globally. Assenagon's increased investment signals potential institutional confidence in Super Micro's business outlook and growth prospects.

The details

According to the 13F filing, Assenagon Asset Management S.A. purchased an additional 240,489 shares of Super Micro Computer during the fourth quarter, bringing its total position to 459,803 shares. This represents approximately 0.08% of the company's outstanding stock. The increased investment comes as Super Micro has faced some recent challenges, including regulatory scrutiny and a series of class-action lawsuits related to export control issues.

  • Assenagon Asset Management increased its stake in Q4 2025.
  • The 13F filing reporting the increased position was submitted in March 2026.

The players

Assenagon Asset Management S.A.

An institutional investment management firm based in Germany that focuses on alternative and quantitative investment strategies.

Super Micro Computer, Inc.

A technology company that designs, develops, and manufactures high-performance server, storage, and networking solutions for enterprise, cloud, and high-performance computing customers.

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What’s next

Investors will be closely watching Super Micro Computer's upcoming earnings report and any updates on the company's regulatory and legal challenges.

The takeaway

Assenagon's significant increase in its Super Micro Computer stake suggests institutional confidence in the company's long-term prospects, despite recent headwinds. However, the stock continues to face uncertainty related to export control issues and ongoing litigation.