Position in NVDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,881,617
+$15,169,062 QoQ
Shares Held
228,679
+72.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $171,999,890 across 12 Semiconductors names. NVDA ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
155,094 | $48,003,143 | |
| 2 | ADI |
Analog Devices Inc
|
150,259 | $47,803,397 | |
| 3 | NVDA |
Nvidia Corp
This page
|
228,679 | $39,881,617 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
105,910 | $9,824,211 | |
| 5 | SITM |
SITIME Corp
|
25,137 | $8,681,062 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,543 | $8,115,104 | |
| 7 | RMBS |
Rambus Inc
|
84,930 | $7,306,527 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
18,660 | $2,095,331 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-03-31 | $36,753,933 | 339,121 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $37,840,370 | 281,781 | Shares | Sole | 2025-06-05 | |
| 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 | $125,052 | 1,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92,507 | 1,868 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $73,034 | 1,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,025 | 1,679 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,860 | 1,399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,875 | 1,360 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,911 | 1,146 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,323,043 | 48,488 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $29,411 | 1,000 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $20,716 | 1,000 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,000 | 250 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||