Position in NVDA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$42,796,016
-$8,829,422 QoQ
Shares Held
245,390
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
14.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$21,466,150
PutShares
115,100
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 Mar 31, 2026Root Financial Partners, LLC holds $57,504,841 across 48 Semiconductors names. NVDA ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
245,390 | $42,796,016 | |
| 2 | AVGO |
Broadcom Inc.
|
30,982 | $9,589,238 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
7,834 | $1,593,670 | |
| 4 | MU |
Micron Technology Inc
|
3,508 | $1,185,142 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,796 | $606,958 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,010 | $387,627 | |
| 7 | INTC |
Intel Corp
|
5,294 | $233,624 | |
| 8 | ADI |
Analog Devices Inc
|
671 | $213,471 |
All Filings in NVDA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $208,632 | 2,309 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $62,694 | 1,266 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,925 | 596 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||