ANTIPODES PARTNERS Ltd

Position in NVDA — Nvidia Corp

CIK 1652442 ROYAL EXCHANGE, C3

Position in NVDA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$186,768,808

+$62,828,832 QoQ

Shares Held

933,424

+31.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.42%

of 13F equity value

Holder Rank

#619

of 5,918 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ANTIPODES PARTNERS Ltd holds $300,568,377 across 4 Semiconductors names. NVDA ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	933,424	$186,768,808
2	QRVO	Qorvo, Inc.	815,441	$76,056,182
3	SWKS	Skyworks Solutions, Inc.	280,415	$19,012,137
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	39,222	$18,731,250

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,768,808	933,424	+31.3%	Shares	Sole	2026-08-06
2026-03-31	$123,939,976	710,665	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.