Gotham Asset Management, LLC

Position in NVDA — Nvidia Corp

CIK 1510387 NEW YORK, NY

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$720,773,051

+$170,009,457 QoQ

Shares Held

4,132,873

+39.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

2.47%

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")%

Technology · as of Mar 31, 2026

Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. NVDA ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	4,132,873	$720,773,051
2	AVGO	Broadcom Inc.	345,271	$106,864,827
3	MU	Micron Technology Inc	244,524	$82,609,988
4	ON	On Semiconductor Corp	835,102	$51,709,515
5	QCOM	Qualcomm Inc/De	385,389	$49,630,395
6	CRUS	Cirrus Logic, Inc.	306,944	$44,390,241
7	SWKS	Skyworks Solutions, Inc.	707,480	$37,885,554
8	ADI	Analog Devices Inc	108,399	$34,486,057

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$720,773,051	4,132,873	+39.9%	Shares	Sole	2026-05-15
2025-12-31	$550,763,594	2,953,156	+3.1%	Shares	Sole	2026-02-17
2025-09-30	$534,198,877	2,863,109	+26.0%	Shares	Sole	2025-11-14
2025-06-30	$358,877,444	2,271,520	+6.6%	Shares	Sole	2025-08-14
2025-03-31	$230,925,157	2,130,699	+5.7%	Shares	Sole	2025-05-15
2024-12-31	$270,597,707	2,015,025	-8.0%	Shares	Sole	2025-02-14
2024-09-30	$266,073,704	2,190,989	+40.6%	Shares	Sole	2024-11-14
2024-06-30	$192,449,870	1,557,794	+1330.2%	Shares	Sole	2024-08-14
2024-03-31	$9,841,846	108,923	+54.4%	Shares	Sole	2024-05-15
2023-12-31	$3,492,588	70,526	-16.0%	Shares	Sole	2024-02-14
2023-09-30	$3,654,176	84,006	+54.8%	Shares	Sole	2023-11-14
2023-06-30	$2,295,010	54,253	+23.4%	Shares	Sole	2023-08-14
2023-03-31	$1,221,604	43,979	+7.6%	Shares	Sole	2023-05-15
2022-12-31	$597,537	40,888	-4.3%	Shares	Sole	2023-02-14
2022-09-30	$518,857	42,743	-22.9%	Shares	Sole	2022-11-14
2022-06-30	$840,187	55,425	+36.2%	Shares	Sole	2022-08-15
2022-03-31	$1,110,158	40,686	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$1,173,587	39,903	+41.4%	Shares	Sole	2022-02-14
2021-09-30	$584,522	28,216	+296.2%	Shares	Sole	2021-11-15
2021-06-30	$142,437	7,121	+93.9%	Shares	Sole	2021-08-16
2021-03-31	$49,028	3,673	-84.8%	Shares	Sole	2021-05-17
2020-12-31	$314,677	24,104	-5.2%	Shares	Sole	2021-02-16
2020-09-30	$344,107	25,432	-3.0%	Shares	Sole	2020-11-16
2020-06-30	$249,060	26,223	+159.6%	Shares	Sole	2020-08-13
2020-03-31	$66,578	10,103	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.