Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,264,165
+$10,055,167 QoQ
Shares Held
86,282
+108.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#1,945
of 5,888 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIRIOS CAPITAL MANAGEMENT L P holds $120,212,920 across 9 Semiconductors names. NVDA ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
105,244 | $50,261,377 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
44,860 | $26,059,622 | |
| 3 | NVDA |
Nvidia Corp
This page
|
86,282 | $17,264,165 | |
| 4 | ADI |
Analog Devices Inc
|
21,301 | $8,460,118 | |
| 5 | TXN |
Texas Instruments Inc
|
26,992 | $8,045,505 | |
| 6 | AVGO |
Broadcom Inc.
|
14,818 | $5,597,499 | |
| 7 | ON |
On Semiconductor Corp
|
18,244 | $1,724,787 | |
| 8 | ALGM |
Allegro Microsystems, Inc.
|
23,438 | $1,631,753 |
All Filings in NVDA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,264,165 | 86,282 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $7,208,998 | 41,336 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,146,493 | 38,319 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,210,168 | 65,442 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $18,282,760 | 115,721 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,659,153 | 135,257 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $14,948,357 | 111,314 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $17,305,807 | 142,505 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $13,235,334 | 107,134 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,671,103 | 16,237 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $16,004,519 | 32,318 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||