Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,605,357
+$10,064,801 QoQ
Shares Held
372,859
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.33%
of 13F equity value
Holder Rank
#937
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $119,824,182 across 11 Semiconductors names. NVDA ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
372,859 | $74,605,357 | |
| 2 | AVGO |
Broadcom Inc.
|
61,642 | $23,285,265 | |
| 3 | QCOM |
Qualcomm Inc/De
|
33,159 | $6,127,451 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,200 | $5,348,784 | |
| 5 | MU |
Micron Technology Inc
|
2,332 | $2,691,804 | |
| 6 | INTC |
Intel Corp
|
17,724 | $2,474,802 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,609 | $1,515,594 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
4,145 | $1,469,692 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,605,357 | 372,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,540,556 | 370,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,715,925 | 368,450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,251,661 | 376,523 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,137,710 | 374,313 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,077,212 | 379,011 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,717,764 | 385,120 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,028,611 | 387,258 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $48,327,612 | 391,190 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $35,468,344 | 39,254 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $21,721,834 | 43,863 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,686,777 | 45,258 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,419,617 | 50,635 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,174,934 | 79,832 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,846,877 | 60,537 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,944,810 | 32,497 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,845,041 | 18,768 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,657,479 | 20,734 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,850,730 | 19,893 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,083,745 | 19,713 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,919,689 | 4,899 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $2,535,109 | 4,748 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,187,495 | 4,189 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,619,871 | 2,993 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,290,940 | 3,398 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $630,004 | 2,390 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||