Delta Global Management LP

Position in NVDA — Nvidia Corp

CIK 1992724 New York, NY

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,409,585

-$14,803,397 QoQ

Shares Held

162,899

-29.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Delta Global Management LP holds $77,159,470 across 7 Semiconductors names. NVDA ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	162,899	$28,409,585
2	GFS	GLOBALFOUNDRIES Inc.	391,855	$17,429,710
3	AMD	Advanced Micro Devices Inc	85,367	$17,366,208
4	ON	On Semiconductor Corp	116,251	$7,198,261
5	MRVL	Marvell Technology, Inc.	27,068	$2,681,085
6	CRDO	Credo Technology Group Holding Ltd	28,125	$2,640,093
7	UMC	United Microelectronics Corp	159,747	$1,434,528

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,409,585	162,899	-29.7%	Shares	Sole	2026-05-15
2025-12-31	$43,212,982	231,705	-33.0%	Shares	Sole	2026-02-18
2025-09-30	$64,534,103	345,879	-22.5%	Shares	Sole	2025-11-14
2025-06-30	$70,481,076	446,111	+210.1%	Shares	Sole	2025-08-14
2025-03-31	$15,589,162	143,838	-22.7%	Shares	Sole	2025-05-15
2024-12-31	$24,980,625	186,020	-50.4%	Shares	Sole	2025-02-14
2024-09-30	$45,515,590	374,799	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$49,238,967	398,567	+1110.1%	Shares	Sole	2024-08-13
2024-03-31	$2,976,055	32,937	+163.6%	Shares	Sole	2024-05-14
2023-12-31	$618,727	12,494	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.