&PARTNERS

Position in NVDA — Nvidia Corp

CIK 107136 NASHVILLE, TN

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$461,084,649

-$986,259 QoQ

Shares Held

2,643,834

+6.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

4.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. NVDA ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	2,643,834	$461,084,649
2	AVGO	Broadcom Inc.	883,594	$273,481,178
3	MU	Micron Technology Inc	193,267	$65,293,323
4	ADI	Analog Devices Inc	200,642	$63,832,245
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	131,020	$44,278,209
6	QCOM	Qualcomm Inc/De	290,530	$37,414,453
7	AMD	Advanced Micro Devices Inc	120,016	$24,414,854
8	TXN	Texas Instruments Inc	92,062	$17,872,916

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$461,084,649	2,643,834	+6.7%	Shares	Sole	2026-05-15
2025-12-31	$462,070,908	2,477,592	+29.1%	Shares	Sole	2026-02-17
2025-09-30	$358,180,051	1,919,713	+35.7%	Shares	Sole	2025-11-14
2025-06-30	$223,442,571	1,414,283	+29.6%	Shares	Sole	2025-08-14
2025-03-31	$118,248,540	1,091,055	+9.4%	Shares	Sole	2025-05-15
2024-12-31	$133,981,535	997,703	+41.4%	Shares	Sole	2025-02-14
2024-09-30	$85,699,236	705,692	+66.3%	Shares	Sole	2024-11-14
2024-06-30	$52,432,846	424,420	+3014.6%	Shares	Sole	2024-07-24
2024-03-31	$1,231,281	13,627	+216.0%	Shares	Sole	2024-04-11
2023-12-31	$213,588	4,313	+402.7%	Shares	Sole	2024-01-09
2023-09-30	$37,322	858	+24.3%	Shares	Sole	2023-10-06
2023-06-30	$29,188	690	-0.9%	Shares	Sole	2023-07-05
2021-12-31	$20,470	696	—	Shares	Sole	2022-01-12
No filing history on record for this holder in this stock.