Position in NVDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$652,853,652
+$83,821,332 QoQ
Shares Held
3,262,800
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
23.89%
of 13F equity value
Holder Rank
#315
of 5,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Yarbrough Capital, LLC holds $821,609,551 across 8 Semiconductors names. NVDA ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
3,262,800 | $652,853,652 | |
| 2 | AVGO |
Broadcom Inc.
|
286,905 | $108,378,363 | |
| 3 | QCOM |
Qualcomm Inc/De
|
120,896 | $22,340,371 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
32,864 | $19,091,026 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
17,970 | $8,581,932 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
36,061 | $7,969,481 | |
| 7 | MU |
Micron Technology Inc
|
1,244 | $1,435,936 | |
| 8 | SITM |
SITIME Corp
|
1,286 | $958,790 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,853,652 | 3,262,800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $569,032,320 | 3,262,800 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $608,939,844 | 3,265,093 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $647,538,017 | 3,470,565 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $548,314,564 | 3,470,565 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $358,192,865 | 3,304,972 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $425,705,208 | 3,170,044 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $396,865,920 | 3,268,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $403,430,741 | 3,265,588 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $295,065,650 | 326,559 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $161,718,547 | 326,559 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $147,998,387 | 340,234 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $143,925,786 | 340,234 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $94,506,798 | 340,234 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $49,721,796 | 340,234 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $41,301,005 | 340,234 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $51,576,072 | 340,234 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $92,686,176 | 339,684 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $99,278,889 | 337,557 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||