Position in NVDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$241,738,533
+$15,021,498 QoQ
Shares Held
1,208,149
-7.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
6.37%
of 13F equity value
Holder Rank
#535
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $716,942,391 across 7 Semiconductors names. NVDA ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
539,035 | $257,426,944 | |
| 2 | NVDA |
Nvidia Corp
This page
|
1,208,149 | $241,738,533 | |
| 3 | MU |
Micron Technology Inc
|
152,017 | $175,471,702 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
43,726 | $16,632,058 | |
| 5 | AVGO |
Broadcom Inc.
|
24,273 | $9,169,125 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,460 | $8,672,782 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
13,481 | $7,831,247 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,738,533 | 1,208,149 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $226,717,035 | 1,299,983 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $218,670,131 | 1,172,494 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,169,941 | 1,437,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $214,421,500 | 1,357,184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $96,712,459 | 892,346 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $270,041,209 | 2,010,881 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $234,777,401 | 1,933,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $238,899,428 | 1,933,782 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $244,187,993 | 270,251 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $158,370,860 | 319,799 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $188,735,201 | 433,884 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $185,498,077 | 438,509 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $122,545,179 | 441,175 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $58,547,629 | 400,627 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $48,113,047 | 396,351 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $59,322,775 | 391,337 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $103,501,255 | 379,320 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $143,637,441 | 488,380 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $150,035,422 | 724,249 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $147,871,281 | 184,816 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $98,527,539 | 184,532 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $96,342,766 | 184,494 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $106,097,521 | 196,034 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $102,653,742 | 270,204 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $71,335,695 | 270,621 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||