Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$204,476,372
+$26,085,054 QoQ
Shares Held
1,021,922
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
#587
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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$8,769,260
PutShares
47,000
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, 2026Crestwood Advisors Group, LLC holds $508,528,902 across 22 Semiconductors names. NVDA ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
1,021,922 | $204,476,372 | |
| 2 | AVGO |
Broadcom Inc.
|
314,413 | $118,769,510 | |
| 3 | QCOM |
Qualcomm Inc/De
|
252,660 | $46,689,041 | |
| 4 | TXN |
Texas Instruments Inc
|
123,511 | $36,814,923 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
96,887 | $27,228,152 | |
| 6 | MU |
Micron Technology Inc
|
19,949 | $23,026,930 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
26,040 | $15,126,896 | |
| 8 | ADI |
Analog Devices Inc
|
36,369 | $14,444,675 |
All Filings in NVDA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,476,372 | 1,021,922 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $178,391,318 | 1,022,886 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $157,619,169 | 845,143 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $142,360,726 | 763,001 | Shares | Other | 2025-11-07 | |
| 2025-09-30 | $8,769,260 | 47,000 | Put | Sole | 2025-11-07 | |
| 2025-06-30 | $90,673,146 | 573,917 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $53,537,985 | 493,984 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $44,818,212 | 333,742 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $39,717,802 | 327,057 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $36,852,105 | 298,301 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $19,186,193 | 21,234 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,659,912 | 17,487 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,122,091 | 16,373 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,112,581 | 7,358 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,903,002 | 6,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,105,110 | 7,562 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $833,949 | 6,870 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $976,542 | 6,442 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,783,958 | 6,538 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,053,476 | 6,982 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,545,413 | 7,460 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,484,985 | 1,856 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $984,036 | 1,843 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $891,395 | 1,707 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $776,109 | 1,434 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,319,054 | 3,472 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $922,336 | 3,499 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||