Ninety One North America, Inc.

Position in NVDA — Nvidia Corp

CIK 1633343 New York, NY

Position in NVDA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$29,319,787

+$3,764,432 QoQ

Shares Held

146,533

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#472

of 2,748 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninety One North America, Inc. holds $112,530,712 across 5 Semiconductors names. NVDA ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	98,931	$47,246,477
2	NVDA	Nvidia Corp This page	146,533	$29,319,787
3	ASX	ASE Technology Holding Co., Ltd.	454,221	$20,494,451
4	AVGO	Broadcom Inc.	37,538	$14,179,979
5	QCOM	Qualcomm Inc/De	6,981	$1,290,018

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,319,787	146,533	0.0%	Shares	Sole	2026-07-16
2026-03-31	$25,555,355	146,533	-3.7%	Shares	Sole	2026-04-24
2025-12-31	$28,371,872	152,128	+865.7%	Shares	Sole	2026-01-27
2023-12-31	$7,801,200	15,753	+2.9%	Shares	Sole	2024-01-31
2023-09-30	$6,659,696	15,310	-69.3%	Shares	Sole	2023-10-10
2023-06-30	$21,077,394	49,826	-20.0%	Shares	Sole	2023-07-19
2023-03-31	$17,304,237	62,297	-12.4%	Shares	Sole	2023-04-28
2022-12-31	$10,387,631	71,080	+0.2%	Shares	Sole	2023-02-07
2022-09-30	$8,608,736	70,918	-30.9%	Shares	Sole	2022-11-14
2022-06-30	$15,547,676	102,564	-14.2%	Shares	Sole	2022-08-15
2022-03-31	$32,621,504	119,554	+19.6%	Shares	Sole	2022-04-27
2021-12-31	$29,399,529	99,961	-2.4%	Shares	Sole	2022-02-11
2021-09-30	$21,211,526	102,392	+300.0%	Shares	Sole	2021-11-02
2021-06-30	$20,480,959	25,598	+4.0%	Shares	Sole	2021-08-12
2021-03-31	$13,138,998	24,608	+34.8%	Shares	Sole	2021-05-07
2020-12-31	$9,530,672	18,251	-11.1%	Shares	Sole	2021-02-05
2020-09-30	$11,107,458	20,523	-23.1%	Shares	Sole	2020-11-12
2020-06-30	$10,134,532	26,676	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.