Position in NVDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,639,716
-$2,084,003 QoQ
Shares Held
118,347
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Nicholas Investment Partners, LP holds $117,649,884 across 13 Semiconductors names. NVDA ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
118,347 | $20,639,716 | |
| 2 | AVGO |
Broadcom Inc.
|
52,405 | $16,219,871 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,062 | $13,876,902 | |
| 4 | MPWR |
Monolithic Power Systems Inc
|
12,029 | $13,151,907 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
140,631 | $13,044,931 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
49,523 | $10,997,572 | |
| 7 | SITM |
SITIME Corp
|
26,792 | $9,252,617 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
66,969 | $6,286,380 |
All Filings in NVDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,618,366 | 17,911 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,187,686 | 23,983 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,063,724 | 24,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,044,097 | 24,682 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $687,952 | 24,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $658,901 | 45,087 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $432,269 | 35,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $705,575 | 46,545 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,367,519 | 50,118 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,868,598 | 63,534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $879,622 | 42,461 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,746 | 10,536 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $147,018 | 11,014 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $79,048 | 6,055 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $80,560 | 5,954 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $79,116 | 8,330 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $83,600 | 12,686 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||