Position in NVDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,791,302
+$3,991,224 QoQ
Shares Held
78,921
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
#2,043
of 5,893 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $35,473,929 across 10 Semiconductors names. NVDA ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
78,921 | $15,791,302 | |
| 2 | AVGO |
Broadcom Inc.
|
14,700 | $5,552,925 | |
| 3 | MU |
Micron Technology Inc
|
3,438 | $3,968,449 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
5,920 | $3,438,987 | |
| 5 | QCOM |
Qualcomm Inc/De
|
10,615 | $1,961,545 | |
| 6 | INTC |
Intel Corp
|
13,202 | $1,843,395 | |
| 7 | ADI |
Analog Devices Inc
|
4,083 | $1,621,645 | |
| 8 | MCHP |
Microchip Technology Inc
|
5,016 | $457,459 |
All Filings in NVDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,791,302 | 78,921 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,800,078 | 67,661 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,141,137 | 59,738 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||