Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,498,871
+$1,439,325 QoQ
Shares Held
47,473
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#2,541
of 5,893 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$3,044,991
PutShares
33,700
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, 2026Curated Wealth Partners LLC holds $19,544,531 across 10 Semiconductors names. NVDA ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
47,473 | $9,498,871 | |
| 2 | AVGO |
Broadcom Inc.
|
9,256 | $3,496,453 | |
| 3 | MU |
Micron Technology Inc
|
1,837 | $2,120,429 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,402 | $1,395,345 | |
| 5 | INTC |
Intel Corp
|
5,943 | $829,819 | |
| 6 | TXN |
Texas Instruments Inc
|
2,666 | $794,654 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,195 | $570,695 | |
| 8 | ADI |
Analog Devices Inc
|
786 | $312,175 |
All Filings in NVDA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,498,871 | 47,473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,059,546 | 46,213 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $6,802,959 | 36,477 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $6,912,600 | 37,049 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,700,829 | 42,413 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $3,822,562 | 35,270 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $3,901,257 | 29,051 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,501,843 | 28,836 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,565,116 | 28,858 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $3,044,991 | 3,370 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $1,733,763 | 3,501 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $1,442,426 | 3,316 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $943,333 | 2,230 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $520,261 | 1,873 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $261,736 | 1,791 | Shares | Other | 2023-01-30 | |
| 2022-06-30 | $256,944 | 1,695 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $581,191 | 2,130 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $626,453 | 2,130 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $457,409 | 2,208 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $451,256 | 564 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $220,513 | 413 | Shares | Other | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||