Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$93,368,596
+$8,709,081 QoQ
Shares Held
466,633
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#855
of 5,911 holders
Holding Since
Jun 2023
13 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, 2026STEADFAST CAPITAL MANAGEMENT LP holds $235,241,406 across 6 Semiconductors names. NVDA ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
466,633 | $93,368,596 | |
| 2 | STM |
STMicroelectronics N.V.
|
603,600 | $45,203,604 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
94,517 | $45,138,483 | |
| 4 | AVGO |
Broadcom Inc.
|
84,950 | $32,089,862 | |
| 5 | ADI |
Analog Devices Inc
|
41,500 | $16,482,555 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
13,386 | $2,958,306 |
All Filings in NVDA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,368,596 | 466,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $84,659,515 | 485,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $147,518,329 | 790,983 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $182,602,674 | 978,683 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $86,932,891 | 550,243 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $45,302,840 | 418,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,752,914 | 780,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,679,832 | 829,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89,943,297 | 728,050 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $116,075,835 | 128,465 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,967,371 | 171,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,321,188 | 81,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,267,580 | 29,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||