Select Equity Group, L.P.

Position in NVDA — Nvidia Corp

CIK 1592643 NEW YORK, NY

Back to NVDA Full portfolio

Position in NVDA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$279,513,124

+$121,944,468 QoQ

Shares Held

1,396,937

+54.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#486

of 5,878 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in NVDA Over Time

Shares Held

Position Value (USD)

Derivatives in NVDA

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$89,800,954

PutShares

481,300

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, 2026

Select Equity Group, L.P. holds $1,094,745,667 across 5 Semiconductors names. NVDA ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,024,189	$489,121,940
2	NVDA	Nvidia Corp This page	1,396,937	$279,513,124
3	INTC	Intel Corp	1,503,056	$209,871,709
4	AVGO	Broadcom Inc.	257,148	$97,137,657
5	GFS	GLOBALFOUNDRIES Inc.	231,783	$19,101,237

All Filings in NVDA

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,513,124	1,396,937	+54.6%	Shares	Sole	2026-08-14
2026-03-31	$157,568,656	903,490	+28.9%	Shares	Sole	2026-05-15
2025-12-31	$130,712,255	700,870	-34.7%	Shares	Sole	2026-02-17
2025-09-30	$200,189,331	1,072,941	-1.9%	Shares	Sole	2025-11-14
2025-09-30	$89,800,954	481,300	—	Put	Sole	2025-11-14
2025-06-30	$172,827,472	1,093,914	—	Shares	Sole	2025-08-14
2024-06-30	$321,204	2,600	—	Call	Sole	2024-08-14
No filing history on record for this holder in this stock.