Position in NVDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,768,237
+$4,155,593 QoQ
Shares Held
193,754
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.71%
of 13F equity value
Holder Rank
#1,283
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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. NVDA ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,768,237 | 193,754 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,612,644 | 198,467 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,987,985 | 198,327 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $37,207,037 | 199,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,233,833 | 197,695 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $21,667,654 | 199,923 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,429,672 | 204,257 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,537,437 | 202,054 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $24,792,007 | 200,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,417,022 | 19,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,390,706 | 20,982 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,643,728 | 22,170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,573,365 | 22,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,097,051 | 21,950 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,497,276 | 23,931 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,929,140 | 24,130 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,760,038 | 24,804 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,943,227 | 29,111 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,467,669 | 35,591 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,879,952 | 38,038 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,764,845 | 8,455 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,304,559 | 8,062 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,748,351 | 7,178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,765,634 | 5,110 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,738,097 | 4,575 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $328,182 | 1,245 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||