Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$940,987,653
+$32,709,314 QoQ
Shares Held
4,702,822
-9.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
16.47%
of 13F equity value
Holder Rank
#262
of 5,893 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $1,560,541,546 across 12 Semiconductors names. NVDA ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
4,702,822 | $940,987,653 | |
| 2 | AVGO |
Broadcom Inc.
|
1,414,647 | $534,382,904 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
158,437 | $75,664,758 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
19,046 | $4,964,149 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,941 | $876,094 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,263 | $733,689 | |
| 7 | INTC |
Intel Corp
|
4,931 | $688,515 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,940 | $687,865 |
All Filings in NVDA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,987,653 | 4,702,822 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $908,278,339 | 5,208,018 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,030,229,543 | 5,524,019 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,063,031,153 | 5,697,455 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $981,450,310 | 6,212,104 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $699,745,824 | 6,456,411 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $823,253,564 | 6,130,416 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $794,461,937 | 6,542,012 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $847,984,366 | 6,864,047 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $895,341,218 | 990,904 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $549,413,410 | 1,109,433 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $500,518,633 | 1,150,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $438,200,918 | 1,035,887 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $202,730,156 | 729,849 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $112,630,682 | 770,704 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $73,008,558 | 601,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,043,892 | 600,593 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $166,058,775 | 608,586 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $308,378,158 | 1,048,513 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,784,675 | 1,302,301 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,129,611 | 360,117 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $109,630,655 | 205,327 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||