Position in NVDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$35,846,323
+$6,537,183 QoQ
Shares Held
179,151
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.71%
of 13F equity value
Holder Rank
#1,346
of 5,911 holders
Holding Since
Dec 2021
19 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, 2021CallValue
$29,411
CallShares
1,000
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, 2026Manhattan West Asset Management, LLC holds $53,261,137 across 7 Semiconductors names. NVDA ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
179,151 | $35,846,323 | |
| 2 | AVGO |
Broadcom Inc.
|
31,224 | $11,794,866 | |
| 3 | QCOM |
Qualcomm Inc/De
|
16,754 | $3,095,971 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,245 | $1,304,142 | |
| 5 | MU |
Micron Technology Inc
|
578 | $667,179 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,129 | $336,317 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
453 | $216,339 |
All Filings in NVDA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,846,323 | 179,151 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,309,140 | 168,057 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,480,389 | 141,986 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $27,717,018 | 148,553 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $23,730,255 | 150,201 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $13,829,504 | 127,602 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,821,050 | 110,366 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,122,927 | 108,061 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,869,161 | 104,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,486,054 | 12,712 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,382,546 | 10,869 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,412,454 | 5,546 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,290,230 | 5,414 | Shares | Sole | 2023-09-01 | |
| 2023-03-31 | $1,566,622 | 5,640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,052,938 | 7,205 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,005,473 | 8,283 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,020,200 | 6,730 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,323,916 | 4,852 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $29,411 | 100 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $257,346 | 875 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||