SMCI

Super Micro Computer, Inc.

Ticker: SMCITechnologyComputer HardwareS&P 500
HQ SAN JOSE, CACIK 1375365FY end 06-30Book / share $20.76Shares 697M
Revenue (FY)
$39.06B+77.79%
Op. margin
7.09%+1.39%
Net income
$2.23B+112.66%
Operating cash
$-6.81B-510.35%
Free cash flow
$-6.97B-554.99%
Return on equity
15.40%-1.24%
Debt / equity
0.60-0.15%
Shares outstanding
697.3M+10.97%

The business

Super Micro Computer, Inc. (Nasdaq: SMCI) is a Silicon Valley-based provider of total information technology solutions designed to address demanding workloads across enterprise data centers, cloud computing, and intelligent edge environments. The company operates at www.supermicro.com and specializes in delivering rack-scale solutions optimized for artificial intelligence and high-performance computing applications where acceleration is critical.

The company's core business centers on designing, developing, and manufacturing server and storage systems, subsystems, and accessories. Super Micro offers an extensive portfolio of liquid and air-cooled AI servers for training and inferencing, rackmount and blade servers, storage systems, and embedded platforms. A significant strategic initiative involves the Data Center Building Block Solutions, an integrated offering that delivers complete, modular AI infrastructure from validated components ranging from individual GPUs and networking switches to complete racks, site infrastructure, management software, and professional services.

Super Micro distinguishes itself as one of the only major server and storage vendors that designs, develops, and manufactures a significant portion of its systems in the United States, with primary manufacturing at its San Jose headquarters. The company operates global manufacturing and assembly facilities in California, Taiwan, the Netherlands, and Malaysia. The company employs over 7,000 people, with approximately 3,200 based at its San Jose headquarters, including over 3,500 dedicated to research and development.

The company serves over 1,000 customers across more than 100 countries, representing diverse market verticals including enterprise data centers, cloud service providers, and edge computing applications. Super Micro's competitive advantages include its modular Server Building Block Solutions architecture, in-house design capabilities, rapid time-to-market for new products, and comprehensive liquid cooling technology portfolio. The company works closely with leading technology vendors including NVIDIA, Intel, and AMD to develop products compatible with the latest generation technologies.

Super Micro's business model combines direct sales to large-scale cloud and enterprise customers with indirect channels through distributors, value-added resellers, system integrators, and original equipment manufacturers. The company complements its hardware offerings with server management software solutions and global services including rack-level deployment services, on-site support plans, and technical support.

Sector
Technology
Industry
Computer Hardware
HQ
SAN JOSE, CA
FY end
06-30
CIK
1375365
SIC
3571
Financial performance · annual
20122026
$-3.91B$7.81B$19.53B$31.25B$42.97B201220132014201520162017201820192020202120222023202420252026

Ownership

Who holds Super Micro Computer, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

552
funds hold it
0 of 35
superinvestors hold it
$4.80B
fund-held value
23.1%
of shares held by funds
4
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$512.11M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.03%$428.20M
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.16%$349.43M
Fidelity 500 Index Fund
FXAIX · Fidelity Concord Street Trust
0.04%$296.77M
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VGT · VANGUARD WORLD FUND
0.14%$242.53M

Bonds held by funds

Funds report holding 4 issues of Super Micro Computer, Inc.'s debt, $322.18M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.23%, maturing 20282030.

IssueCouponMaturesFundsFund-held
Super Micro Computer Inc3.500%2029-03-0122$139.60M
Super Micro Computer Inc0.000%None2030-06-1512$99.14M
Super Micro Computer Inc0.000%None2030-06-155$44.90M
Super Micro Computer Inc2.250%2028-07-1511$38.55M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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15 years of Super Micro Computer, Inc.'s financials

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