Position in NVDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$83,590,198
+$9,648,610 QoQ
Shares Held
417,763
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.99%
of 13F equity value
Holder Rank
#898
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)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$649
PutShares
51,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Obermeyer Wealth Partners holds $317,350,462 across 11 Semiconductors names. NVDA ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
250,513 | $119,637,493 | |
| 2 | NVDA |
Nvidia Corp
This page
|
417,763 | $83,590,198 | |
| 3 | AVGO |
Broadcom Inc.
|
192,213 | $72,608,460 | |
| 4 | TXN |
Texas Instruments Inc
|
112,214 | $33,447,626 | |
| 5 | ADI |
Analog Devices Inc
|
9,946 | $3,950,252 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,529 | $2,050,031 | |
| 7 | INTC |
Intel Corp
|
5,224 | $729,427 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,450 | $431,940 |
All Filings in NVDA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,590,198 | 417,763 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $73,941,588 | 423,977 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $81,213,103 | 435,459 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $84,069,962 | 450,584 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $57,386,075 | 363,226 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $35,844,517 | 330,730 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $42,874,365 | 319,267 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,969,731 | 320,897 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,938,682 | 153,300 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $17,189,325 | 19,024 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,993,388 | 22,199 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,981,280 | 22,946 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $649 | 5,100 | Put | Sole | 2023-08-07 | |
| 2023-06-30 | $10,280,655 | 24,303 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,719,256 | 24,190 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,038,790 | 123,435 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $15,420,900 | 127,036 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $19,807,810 | 130,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $62,617,822 | 229,487 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $118,367,216 | 402,459 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $85,653,616 | 413,466 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $84,145,716 | 105,169 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $56,972,146 | 106,703 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $57,191,866 | 109,521 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $71,573,638 | 132,245 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $63,217,356 | 166,400 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $44,974,114 | 170,615 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||