Smith Group Asset Management, LLC

Position in NVDA — Nvidia Corp

CIK 1893134 DALLAS, TX

Position in NVDA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$14,422,087

+$3,413,262 QoQ

Shares Held

72,078

+14.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#2,125

of 5,893 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $292,226,437 across 8 Semiconductors names. NVDA ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	265,504	$100,294,136
2	AMD	Advanced Micro Devices Inc	158,007	$91,787,846
3	ADI	Analog Devices Inc	181,891	$72,241,648
4	NVDA	Nvidia Corp This page	72,078	$14,422,087
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,070	$6,719,409
6	MU	Micron Technology Inc	2,648	$3,056,559
7	ARM	Arm Holdings PLC /Uk	8,520	$3,020,936
8	POWI	Power Integrations Inc	8,164	$683,816

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,422,087	72,078	+14.2%	Shares	Sole	2026-08-03
2026-03-31	$11,008,825	63,124	-5.2%	Shares	Sole	2026-05-18
2025-12-31	$12,419,594	66,593	+10.9%	Shares	Sole	2026-02-10
2025-09-30	$11,203,569	60,047	-6.8%	Shares	Sole	2025-11-13
2025-06-30	$10,173,766	64,395	-4.9%	Shares	Sole	2025-07-31
2025-03-31	$7,338,951	67,715	+1.2%	Shares	Sole	2025-04-28
2024-12-31	$8,985,343	66,910	+7.6%	Shares	Sole	2025-01-23
2024-09-30	$7,552,353	62,190	+23.1%	Shares	Sole	2024-10-25
2024-06-30	$6,241,240	50,520	+14.5%	Shares	Sole	2024-07-31
2024-03-31	$39,864,163	44,119	-27.8%	Shares	Sole	2024-04-30
2023-12-31	$30,272,303	61,129	-71.3%	Shares	Sole	2024-02-12
2022-03-31	$58,088,346	212,887	-11.3%	Shares	Sole	2022-05-05
2021-12-31	$70,590,223	240,013	-15.8%	Shares	Sole	2022-02-02
2021-09-30	$59,068,773	285,136	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.