Position in NVDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57,774,386
+$9,540,578 QoQ
Shares Held
288,742
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.31%
of 13F equity value
Holder Rank
#1,054
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $136,235,215 across 10 Semiconductors names. NVDA ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
288,742 | $57,774,386 | |
| 2 | AVGO |
Broadcom Inc.
|
75,634 | $28,570,743 | |
| 3 | MU |
Micron Technology Inc
|
16,667 | $19,238,551 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
25,415 | $14,763,827 | |
| 5 | INTC |
Intel Corp
|
53,776 | $7,508,742 | |
| 6 | QCOM |
Qualcomm Inc/De
|
14,169 | $2,618,289 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
6,463 | $1,925,263 | |
| 8 | TXN |
Texas Instruments Inc
|
6,174 | $1,840,284 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,774,386 | 288,742 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $48,233,808 | 276,570 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $51,609,585 | 276,727 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,810,280 | 277,684 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $56,910,367 | 360,215 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $38,517,384 | 355,392 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $50,654,993 | 377,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $46,128,255 | 379,844 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,587,237 | 385,197 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,830,189 | 37,441 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,233,203 | 40,857 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,074,311 | 43,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,215,279 | 47,788 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,114,383 | 43,613 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,829,268 | 46,731 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,963,526 | 49,127 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,517,954 | 49,594 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,623,899 | 49,930 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,774,641 | 46,835 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,796,350 | 52,116 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,982,297 | 14,976 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,793,435 | 20,215 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $11,834,618 | 22,663 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,388,159 | 24,737 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,011,512 | 23,720 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $6,388,873 | 24,237 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||