Nepsis Inc. Boosts Super Micro Computer Holdings by 6.9%

Investment firm increases stake in tech company amid market volatility

Mar. 28, 2026 at 11:13am

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Nepsis Inc., an investment management firm, has increased its holdings in Super Micro Computer, Inc. (NASDAQ:SMCI) by 6.9% in the fourth quarter, according to a recent 13F filing with the Securities and Exchange Commission. Nepsis now owns 362,288 shares of the technology company's stock, worth approximately $10.6 million.

Why it matters

This move by Nepsis suggests the investment firm sees potential in Super Micro Computer despite recent market volatility and analyst downgrades affecting the stock. The company's server and networking solutions are in high demand for enterprise, cloud, and AI applications.

The details

According to the 13F filing, Nepsis Inc. purchased an additional 23,232 shares of Super Micro Computer during the fourth quarter, bringing its total stake in the company to approximately 3.3% of its portfolio. Super Micro Computer is the 18th largest holding for Nepsis.

  • Nepsis Inc. increased its stake in Super Micro Computer in the fourth quarter of 2025.
  • The 13F filing disclosing the increased holdings was submitted on March 28, 2026.

The players

Nepsis Inc.

An investment management firm that has increased its stake in Super Micro Computer, Inc.

Super Micro Computer, Inc.

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

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The takeaway

Nepsis Inc.'s increased investment in Super Micro Computer suggests the firm sees long-term potential in the technology company despite recent market volatility and analyst downgrades. This could signal that Super Micro's server and networking solutions remain in high demand for enterprise, cloud, and AI applications.