Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,486,409
+$4,604,792 QoQ
Shares Held
222,332
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#1,190
of 5,893 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $204,012,538 across 11 Semiconductors names. NVDA ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
135,169 | $53,685,071 | |
| 2 | AVGO |
Broadcom Inc.
|
135,358 | $51,131,484 | |
| 3 | NVDA |
Nvidia Corp
This page
|
222,332 | $44,486,409 | |
| 4 | SITM |
SITIME Corp
|
16,670 | $12,428,485 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
79,865 | $12,216,150 | |
| 6 | MU |
Micron Technology Inc
|
8,964 | $10,347,055 | |
| 7 | SMTC |
Semtech Corp
|
60,445 | $9,783,023 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
25,396 | $9,659,876 |
All Filings in NVDA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,486,409 | 222,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,881,617 | 228,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,712,555 | 132,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,232,891 | 135,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,271,456 | 134,638 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1,200,434 | 9,885 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,465,802 | 11,865 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,250,527 | 1,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $925,070 | 1,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $730,348 | 1,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $710,250 | 1,679 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $388,600 | 1,399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $198,750 | 1,360 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $139,112 | 1,146 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $13,230,435 | 48,488 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $294,110 | 1,000 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $207,160 | 1,000 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $200,025 | 250 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||