Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,347,801
+$4,708,085 QoQ
Shares Held
126,682
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,615
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)
Position in Semiconductors
Technology · as of Jun 30, 2026Nicholas Investment Partners, LP holds $193,986,382 across 16 Semiconductors names. NVDA ranks #1 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
126,682 | $25,347,801 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
146,318 | $22,380,801 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
44,929 | $21,456,742 | |
| 4 | SITM |
SITIME Corp
|
27,562 | $20,549,124 | |
| 5 | AVGO |
Broadcom Inc.
|
52,405 | $19,795,988 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
12,129 | $16,766,644 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,127 | $13,741,626 | |
| 8 | SMTC |
Semtech Corp
|
84,478 | $13,672,764 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,347,801 | 126,682 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,639,716 | 118,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,723,719 | 121,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,733,466 | 121,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,441,775 | 123,057 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,336,917 | 123,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,233,934 | 105,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,972,463 | 106,822 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,411,469 | 157,127 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,183,663 | 17,911 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,876,861 | 23,983 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,637,245 | 24,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,440,979 | 24,682 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,879,529 | 24,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,589,014 | 45,087 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,322,697 | 35,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,055,756 | 46,545 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,675,197 | 50,118 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $18,685,984 | 63,534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,796,220 | 42,461 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,429,853 | 10,536 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,880,727 | 11,014 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,161,921 | 6,055 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,222,423 | 5,954 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,164,666 | 8,330 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,344,029 | 12,686 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||