Position in NVDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$319,309,424
+$79,993,036 QoQ
Shares Held
1,595,829
+16.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.35%
of 13F equity value
Holder Rank
#459
of 5,926 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$120,054
CallShares
600
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, 2026NewEdge Wealth, LLC holds $753,205,212 across 24 Semiconductors names. NVDA ranks #1 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
1,595,829 | $319,309,424 | |
| 2 | AVGO |
Broadcom Inc.
|
502,221 | $189,713,982 | |
| 3 | QCOM |
Qualcomm Inc/De
|
303,026 | $55,996,174 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
34,264 | $47,365,183 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
96,452 | $46,062,581 | |
| 6 | TXN |
Texas Instruments Inc
|
130,552 | $38,913,634 | |
| 7 | MU |
Micron Technology Inc
|
12,549 | $14,485,185 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
20,907 | $12,145,085 |
All Filings in NVDA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,054 | 600 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $319,309,424 | 1,595,829 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $239,316,388 | 1,372,227 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $104,640 | 600 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $278,047,628 | 1,490,872 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $218,264,082 | 1,169,815 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $178,036,245 | 1,126,883 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $121,929,667 | 1,125,020 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $90,295,655 | 672,393 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $72,378,118 | 595,999 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,409,785 | 181,397 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,606,167 | 25,019 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,443,845 | 19,070 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,236,970 | 18,936 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,376,219 | 19,801 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,962,333 | 21,465 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,719,080 | 18,606 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,859,705 | 23,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,754,277 | 24,766 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,655,778 | 13,398 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,579,932 | 8,772 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,540,234 | 7,435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $847,305 | 1,059 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $262,160 | 491 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||