Position in NVDA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$38,043,711
+$3,536,230 QoQ
Shares Held
190,133
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#1,296
of 5,888 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $124,724,975 across 11 Semiconductors names. NVDA ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
190,133 | $38,043,711 | |
| 2 | MU |
Micron Technology Inc
|
25,422 | $29,344,360 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
62,376 | $18,581,186 | |
| 4 | AVGO |
Broadcom Inc.
|
35,768 | $13,511,362 | |
| 5 | MCHP |
Microchip Technology Inc
|
120,294 | $10,970,812 | |
| 6 | ADI |
Analog Devices Inc
|
21,344 | $8,477,196 | |
| 7 | INTC |
Intel Corp
|
18,424 | $2,572,543 | |
| 8 | TXN |
Texas Instruments Inc
|
4,401 | $1,311,806 |
All Filings in NVDA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,043,711 | 190,133 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $34,507,481 | 197,864 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $39,271,864 | 210,573 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $40,841,429 | 218,895 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $37,061,610 | 234,582 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $23,224,208 | 214,285 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $30,063,770 | 223,872 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $28,573,374 | 235,288 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,110,224 | 235,634 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $23,059,754 | 25,521 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,365,492 | 26,989 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,727,414 | 31,558 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,018,421 | 28,411 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,253,657 | 29,714 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,388,438 | 30,029 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,211,615 | 26,457 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,975,296 | 26,224 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,904,449 | 25,304 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||