Position in NVDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$296,793,697
+$8,379,523 QoQ
Shares Held
1,483,301
-10.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.76%
of 13F equity value
Holder Rank
#471
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)
Derivatives in NVDA
reported options exposure · as of Dec 31, 2025CallValue
$142,672,500
CallShares
765,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Munro Partners holds $817,430,961 across 9 Semiconductors names. NVDA ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
1,483,301 | $296,793,697 | |
| 2 | AVGO |
Broadcom Inc.
|
389,356 | $147,079,229 | |
| 3 | MU |
Micron Technology Inc
|
99,985 | $115,411,685 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
171,716 | $99,751,541 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
193,733 | $68,691,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
171,565 | $51,107,497 | |
| 7 | QCOM |
Qualcomm Inc/De
|
110,365 | $20,394,348 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
56,530 | $14,733,979 |
All Filings in NVDA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,793,697 | 1,483,301 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $288,414,174 | 1,653,751 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $142,672,500 | 765,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $324,980,166 | 1,742,521 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,206,336 | 1,598,276 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $318,088,534 | 2,013,346 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $148,769,541 | 1,372,666 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $212,479,949 | 1,582,247 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $217,241,830 | 1,788,882 | Shares | Sole | 2025-10-21 | |
| 2024-06-30 | $301,527,537 | 2,440,728 | Shares | Sole | 2025-10-21 | |
| 2024-03-31 | $324,347,318 | 358,966 | Shares | Sole | 2025-10-21 | |
| 2023-12-31 | $183,551,312 | 370,646 | Shares | Sole | 2025-10-28 | |
| 2023-09-30 | $162,888,965 | 374,466 | Shares | Sole | 2025-10-28 | |
| 2023-06-30 | $167,471,502 | 395,895 | Shares | Sole | 2025-10-28 | |
| 2023-03-31 | $87,202,002 | 313,936 | Shares | Sole | 2025-10-28 | |
| 2022-12-31 | $10,633,292 | 72,761 | Shares | Sole | 2025-10-28 | |
| 2022-09-30 | $29,507,966 | 243,084 | Shares | Sole | 2025-10-28 | |
| 2022-06-30 | $37,979,661 | 250,542 | Shares | Sole | 2025-10-28 | |
| 2022-03-31 | $139,610,729 | 511,657 | Shares | Sole | 2025-10-28 | |
| 2021-12-31 | $164,090,439 | 557,922 | Shares | Sole | 2025-10-28 | |
| 2021-09-30 | $110,482,571 | 533,320 | Shares | Sole | 2025-10-28 | |
| 2021-06-30 | $183,714,961 | 229,615 | Shares | Sole | 2025-10-28 | |
| 2021-03-31 | $113,981,133 | 213,475 | Shares | Sole | 2025-10-28 | |
| 2020-12-31 | $56,402,822 | 108,010 | Shares | Sole | 2025-10-28 | |
| 2020-09-30 | $44,707,478 | 82,605 | Shares | Sole | 2025-10-28 | |
| 2020-06-30 | $33,510,897 | 88,207 | Shares | Sole | 2025-10-28 | |
| 2020-03-31 | $13,206,360 | 50,100 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||