Position in NVDA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$619,604,095
+$140,243,198 QoQ
Shares Held
3,096,627
+12.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
6.45%
of 13F equity value
Holder Rank
#30
of 2,010 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. NVDA ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in NVDA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,604,095 | 3,096,627 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $479,360,897 | 2,748,629 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $559,817,423 | 3,001,702 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $558,354,083 | 2,992,572 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $459,620,715 | 2,909,176 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $401,419,469 | 3,703,815 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $539,871,851 | 4,020,194 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $477,705,248 | 3,933,673 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $172,301,114 | 1,394,699 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,370,639 | 170,112 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $15,734,327 | 317,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,297,122 | 305,688 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,343,173 | 291,787 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,868,390 | 283,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,443,810 | 304,079 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||