Position in NVDA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$76,112,035
+$76,064,852 QoQ
Shares Held
380,389
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.15%
of 13F equity value
Holder Rank
#930
of 5,893 holders
Holding Since
Sep 2020
21 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, 2026SYCOMORE ASSET MANAGEMENT holds $384,149,829 across 8 Semiconductors names. NVDA ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
155,733 | $179,761,044 | |
| 2 | NVDA |
Nvidia Corp
This page
|
380,389 | $76,112,035 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
67,942 | $39,468,187 | |
| 4 | AVGO |
Broadcom Inc.
|
104,183 | $39,355,128 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
40,524 | $19,353,046 | |
| 6 | ADI |
Analog Devices Inc
|
44,251 | $17,575,169 | |
| 7 | ALAB |
Astera Labs, Inc.
|
17,231 | $8,322,917 | |
| 8 | ON |
On Semiconductor Corp
|
44,450 | $4,202,303 |
All Filings in NVDA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,112,035 | 380,389 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $47,183 | 380,389 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $47,183 | 380,389 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $47,183 | 380,389 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $47,183 | 380,389 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,082,438 | 380,389 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $60,474,084 | 497,975 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $39,015,167 | 315,810 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $44,446,116 | 49,190 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $33,298,097 | 67,239 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $30,110,877 | 69,222 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $28,816,122 | 68,120 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $15,578,730 | 56,085 | Shares | Sole | 2023-04-07 | |
| 2022-06-30 | $2,556,716 | 16,866 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,545,525 | 42,313 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,187,010 | 44,837 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,110,728 | 39,152 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,371,196 | 7,963 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $7,012,128 | 13,133 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,732,724 | 12,893 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,424,281 | 11,870 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||