Skip to main content
Equibles

Grantham, Mayo, Van Otterloo & Co. LLC

Position in NVDA — Nvidia Corp

CIK 1352662 Boston, MA
Back to NVDA Full portfolio

Position in NVDA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$934,814,877
+$872,987,461 QoQ
Shares Held
4,671,972
+1217.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#267
of 5,918 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority Sole 90% Shared 0% None 10%

Common Shares in NVDA Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $3,935,068,219 across 19 Semiconductors names. NVDA ranks #3 (23.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TXN
Texas Instruments Inc
 4,674,406 $1,393,300,196
2 AVGO
Broadcom Inc.
 3,267,040 $1,234,124,360
3 NVDA
Nvidia Corp
This page 		4,671,972 $934,814,877
4 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 329,546 $157,381,283
5 STM
STMicroelectronics N.V.
 781,931 $58,558,812
6 QCOM
Qualcomm Inc/De
 241,187 $44,568,945
7 CRUS
Cirrus Logic, Inc.
 259,065 $38,478,924
8 SLAB
Silicon Laboratories Inc.
 134,525 $29,401,784

All Filings in NVDA

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $934,814,877 4,671,972
2026-03-31 $61,827,416 354,515
2025-12-31 $165,008,672 884,765
2025-09-30 $61,285,559 328,468
2025-06-30 $30,058,229 190,254
2025-03-31 $20,874,096 192,601
2024-12-31 $13,829,452 102,982
2024-09-30 $11,465,514 94,413
2024-06-30 $9,677,011 78,331
2024-03-31 $6,914,944 7,653
2023-12-31 $2,673,197 5,398
2023-09-30 $6,780,624 15,588
2023-06-30 $5,664,237 13,390
2022-06-30 $9,125,718 60,200
2022-03-31 $22,702,770 83,203
2021-12-31 $15,617,241 53,100
2021-09-30 $3,542,436 17,100
2020-09-30 $541,220 1,000
2020-06-30 $569,868 1,500
2020-03-31 $210,880 800