Position in NVDA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$118,291,007
+$5,672,207 QoQ
Shares Held
591,189
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#765
of 5,888 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Covea Finance holds $374,641,935 across 10 Semiconductors names. NVDA ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
591,189 | $118,291,007 | |
| 2 | AVGO |
Broadcom Inc.
|
205,568 | $77,653,312 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
100,044 | $58,116,560 | |
| 4 | ADI |
Analog Devices Inc
|
97,600 | $38,763,792 | |
| 5 | MU |
Micron Technology Inc
|
28,480 | $32,874,179 | |
| 6 | TXN |
Texas Instruments Inc
|
62,950 | $18,763,506 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
28,900 | $10,992,693 | |
| 8 | ON |
On Semiconductor Corp
|
103,613 | $9,795,573 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,291,007 | 591,189 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $112,618,800 | 645,750 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $127,880,625 | 685,687 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $121,890,288 | 653,287 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $94,976,636 | 601,156 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $57,955,229 | 534,741 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $96,919,375 | 721,717 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $87,645,312 | 721,717 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $123,176,792 | 997,060 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $95,056,319 | 105,202 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $57,892,703 | 116,903 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $50,851,635 | 116,903 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $50,086,837 | 118,403 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $41,932,992 | 150,963 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $30,746,833 | 210,393 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,539,606 | 210,393 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $33,500,328 | 220,993 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $63,592,478 | 233,059 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $65,480,356 | 222,639 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||