TLWM

Position in NVDA — Nvidia Corp

CIK 1732537 SAN ANTONIO, TX

Position in NVDA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,838,576

+$1,600,143 QoQ

Shares Held

24,182

+30.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#3,340

of 5,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TLWM holds $9,067,747 across 5 Semiconductors names. NVDA ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	24,182	$4,838,576
2	MRVL	Marvell Technology, Inc.	8,254	$2,458,784
3	NXPI	NXP Semiconductors N.V.	4,389	$1,233,440
4	AVGO	Broadcom Inc.	801	$302,577
5	ARM	Arm Holdings PLC /Uk	661	$234,370

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,838,576	24,182	+30.2%	Shares	Sole	2026-07-07
2026-03-31	$3,238,433	18,569	+24.0%	Shares	Sole	2026-04-08
2025-12-31	$2,793,770	14,980	+0.7%	Shares	Sole	2026-01-12
2025-09-30	$2,776,683	14,882	+23.9%	Shares	Sole	2025-10-10
2025-06-30	$1,897,301	12,009	+1.8%	Shares	Sole	2025-07-28
2025-03-31	$1,278,775	11,799	+13.0%	Shares	Sole	2025-05-13
2024-12-31	$1,402,390	10,443	+3.0%	Shares	Sole	2025-01-14
2024-09-30	$1,231,644	10,142	+3.9%	Shares	Sole	2024-10-07
2024-06-30	$1,206,368	9,765	+1131.4%	Shares	Sole	2024-07-12
2024-03-31	$716,523	793	-17.6%	Shares	Sole	2024-04-16
2023-12-31	$476,401	962	-6.3%	Shares	Sole	2024-01-09
2023-09-30	$446,734	1,027	-10.9%	Shares	Sole	2023-10-11
2023-06-30	$487,742	1,153	+32.7%	Shares	Sole	2023-07-12
2023-03-31	$241,382	869	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.