Position in NVDA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$115,268,047
+$14,302,307 QoQ
Shares Held
576,081
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
8.43%
of 13F equity value
Holder Rank
#773
of 5,893 holders
Holding Since
Mar 2020
26 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, 2026LYELL WEALTH MANAGEMENT, LP holds $210,535,127 across 10 Semiconductors names. NVDA ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
576,081 | $115,268,047 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
69,499 | $40,372,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
66,578 | $31,795,655 | |
| 4 | AVGO |
Broadcom Inc.
|
46,015 | $17,382,166 | |
| 5 | MU |
Micron Technology Inc
|
2,880 | $3,324,355 | |
| 6 | TXN |
Texas Instruments Inc
|
3,111 | $927,295 | |
| 7 | INTC |
Intel Corp
|
5,250 | $733,057 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,476 | $272,750 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,268,047 | 576,081 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $100,965,740 | 578,932 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $108,304,839 | 580,723 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $110,180,714 | 590,528 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $93,880,817 | 594,220 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $63,876,028 | 589,371 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $82,045,146 | 610,955 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $76,244,403 | 627,836 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $80,889,544 | 654,764 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $62,377,264 | 69,035 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $37,037,503 | 74,790 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $33,284,564 | 76,518 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $34,756,169 | 82,162 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $23,407,122 | 84,268 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $12,545,534 | 85,846 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,500,356 | 86,501 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $13,156,496 | 86,790 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,810,036 | 87,261 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $26,571,956 | 90,347 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,787,547 | 90,691 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $18,247,880 | 22,807 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,374,353 | 21,303 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $10,852,360 | 20,782 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $11,056,042 | 20,428 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,770,720 | 20,454 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,857,357 | 18,427 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||