Position in NVDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$27,002,145
+$7,072,237 QoQ
Shares Held
134,950
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.76%
of 13F equity value
Holder Rank
#1,560
of 5,888 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Baldwin Investment Management, LLC holds $72,595,988 across 10 Semiconductors names. NVDA ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
75,155 | $28,389,801 | |
| 2 | NVDA |
Nvidia Corp
This page
|
134,950 | $27,002,145 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,395 | $7,829,760 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,071 | $3,000,050 | |
| 5 | TXN |
Texas Instruments Inc
|
7,349 | $2,190,516 | |
| 6 | MU |
Micron Technology Inc
|
1,227 | $1,416,313 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
3,837 | $1,078,312 | |
| 8 | ADI |
Analog Devices Inc
|
2,510 | $996,896 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,002,145 | 134,950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $19,929,908 | 114,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,564,808 | 115,629 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,051,703 | 118,189 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,106,678 | 120,936 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,670,077 | 126,131 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,763,497 | 117,384 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,691,932 | 120,981 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,157,931 | 114,602 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,424,371 | 11,537 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,447,764 | 13,020 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,672,269 | 13,040 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,597,823 | 13,233 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,210,437 | 15,158 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,739,102 | 18,743 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,424,522 | 19,973 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,113,052 | 20,536 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,586,262 | 20,473 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,947,786 | 20,223 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,273,089 | 20,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,210,926 | 5,263 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,929,150 | 5,486 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,805,780 | 5,373 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,069,799 | 5,672 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,527,174 | 6,652 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,747,668 | 6,630 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||