Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,902,143
+$18,485,070 QoQ
Shares Held
319,367
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.52%
of 13F equity value
Holder Rank
#1,009
of 5,911 holders
Holding Since
Jun 2020
25 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, 2026FULTON BREAKEFIELD BROENNIMAN LLC holds $172,823,909 across 9 Semiconductors names. NVDA ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
157,528 | $75,230,646 | |
| 2 | NVDA |
Nvidia Corp
This page
|
319,367 | $63,902,143 | |
| 3 | AVGO |
Broadcom Inc.
|
73,277 | $27,680,386 | |
| 4 | TXN |
Texas Instruments Inc
|
8,288 | $2,470,404 | |
| 5 | MU |
Micron Technology Inc
|
1,096 | $1,265,101 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,558 | $762,002 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,549 | $655,819 | |
| 8 | INTC |
Intel Corp
|
3,123 | $436,064 |
All Filings in NVDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,902,143 | 319,367 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $45,417,073 | 260,419 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $45,990,154 | 246,596 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $46,185,826 | 247,539 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $39,536,207 | 250,245 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $21,802,912 | 201,171 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $25,733,052 | 191,623 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,576,200 | 120,028 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,579,144 | 20,877 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,832,419 | 2,028 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $937,946 | 1,894 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $841,270 | 1,934 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $690,791 | 1,633 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $464,709 | 1,673 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $267,874 | 1,833 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $235,253 | 1,938 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,159,668 | 34,037 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,246,406 | 33,887 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,729,288 | 16,080 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $663,740 | 3,204 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $638,479 | 798 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $426,077 | 798 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $352,485 | 675 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $398,337 | 736 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $260,239 | 685 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||