Position in NVDA
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$1,669,529,350
+$136,326,858 QoQ
Shares Held
8,951,900
+8.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
3.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 98.29198270758162.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7080172924183692.ToString("F0")%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $4,561,830,093 across 43 Semiconductors names. NVDA ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
8,951,900 | $1,669,529,350 | |
| 2 | MU |
Micron Technology Inc
|
2,331,800 | $665,519,038 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,900,140 | $621,093,982 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662,600 | $505,247,514 | |
| 5 | INTC |
Intel Corp
|
5,212,150 | $192,328,335 | |
| 6 | ON |
On Semiconductor Corp
|
3,296,301 | $178,494,699 | |
| 7 | AVGO |
Broadcom Inc.
|
463,850 | $160,538,485 | |
| 8 | TXN |
Texas Instruments Inc
|
742,500 | $128,816,325 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,669,529,350 | 8,951,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,533,202,492 | 8,217,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,479,070,782 | 9,361,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,165,301,760 | 10,752,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,230,861,853 | 9,165,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,054,512,096 | 8,683,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,210,086,654 | 9,795,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,907,533 | 939,700 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $71,683,095 | 1,447,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,102,988 | 1,611,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $72,349,110 | 1,710,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,341,601 | 84,300 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $13,974,416 | 1,151,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,166,221 | 142,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,589,632 | 314,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,951,980 | 1,256,400 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $8,528,831 | 653,300 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $1,454,113 | 153,100 | Shares | Sole | 2020-09-15 | |
| 2020-03-31 | $3,177,698 | 482,200 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||