Position in NVDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,244,255
+$2,984,382 QoQ
Shares Held
116,169
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,668
of 5,878 holders
Holding Since
Mar 2020
22 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, 2026THAMES CAPITAL MANAGEMENT LLC holds $280,694,657 across 12 Semiconductors names. NVDA ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,388 | $52,390,914 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
66,972 | $38,904,704 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
77,008 | $36,776,710 | |
| 4 | INTC |
Intel Corp
|
223,725 | $31,238,721 | |
| 5 | ALAB |
Astera Labs, Inc.
|
57,733 | $27,886,193 | |
| 6 | NVDA |
Nvidia Corp
This page
|
116,169 | $23,244,255 | |
| 7 | AVGO |
Broadcom Inc.
|
60,391 | $22,812,700 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
52,823 | $17,607,490 |
All Filings in NVDA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,244,255 | 116,169 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,259,873 | 116,169 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $31,478,402 | 168,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,880,825 | 90,475 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,294,145 | 90,475 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,805,680 | 90,475 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,248,802 | 135,891 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,616,761 | 120,362 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,588,052 | 93,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,426,841 | 10,433 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,391,653 | 14,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,066,370 | 13,946 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,810,198 | 16,099 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $14,863,229 | 54,472 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,937,466 | 23,588 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,916,321 | 23,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,746,993 | 5,933 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,167,818 | 5,933 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,098,212 | 5,933 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,211,058 | 5,933 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,497,778 | 11,839 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,726,052 | 6,548 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||