Position in NVDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$46,962,923
+$4,166,907 QoQ
Shares Held
234,709
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
15.77%
of 13F equity value
Holder Rank
#1,159
of 5,893 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$20,009
PutShares
100
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, 2026Root Financial Partners, LLC holds $73,803,227 across 10 Semiconductors names. NVDA ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
234,709 | $46,962,923 | |
| 2 | AVGO |
Broadcom Inc.
|
32,554 | $12,297,273 | |
| 3 | MU |
Micron Technology Inc
|
3,918 | $4,522,508 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,595 | $3,831,101 | |
| 5 | QCOM |
Qualcomm Inc/De
|
14,197 | $2,623,463 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,611 | $1,246,935 | |
| 7 | INTC |
Intel Corp
|
7,888 | $1,101,401 | |
| 8 | TXN |
Texas Instruments Inc
|
1,458 | $434,586 |
All Filings in NVDA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,009 | 100 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $46,962,923 | 234,709 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $42,796,016 | 245,390 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,466,150 | 115,100 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $51,625,438 | 276,812 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,325,633 | 194,692 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,713,938 | 55,155 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,116,316 | 56,434 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,636,554 | 41,973 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,343,000 | 27,528 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,596,440 | 21,017 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,086,320 | 2,309 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $626,948 | 1,266 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $259,254 | 596 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||