Erste Asset Management GmbH

Position in NVDA — Nvidia Corp

CIK 2024532 VIENNA, C4

Back to NVDA Full portfolio

Position in NVDA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$689,700,025

+$141,333,931 QoQ

Shares Held

3,446,949

+9.6% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

5.45%

of 13F equity value

Holder Rank

#309

of 5,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in NVDA Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Erste Asset Management GmbH holds $1,966,426,615 across 23 Semiconductors names. NVDA ranks #1 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	3,446,949	$689,700,025
2	AVGO	Broadcom Inc.	1,014,935	$383,391,695
3	MU	Micron Technology Inc	179,762	$207,497,478
4	AMD	Advanced Micro Devices Inc	347,501	$201,866,805
5	INTC	Intel Corp	965,254	$134,778,415
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	206,836	$98,778,667
7	MRVL	Marvell Technology, Inc.	197,824	$58,929,791
8	TXN	Texas Instruments Inc	197,114	$58,753,769

All Filings in NVDA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,700,025	3,446,949	+9.6%	Shares	Sole	2026-07-28
2026-03-31	$548,366,094	3,144,301	+3.4%	Shares	Defined	2026-05-11
2025-12-31	$567,318,079	3,041,920	+9.1%	Shares	Defined	2026-02-11
2025-09-30	$520,180,002	2,787,973	-33.2%	Shares	Other	2025-11-12
2025-06-30	$659,415,344	4,173,779	+36.3%	Shares	Sole	2025-08-14
2025-03-31	$331,896,084	3,062,337	+3.2%	Shares	Sole	2025-05-14
2024-12-31	$398,426,746	2,966,913	-5.3%	Shares	Sole	2025-02-10
2024-09-30	$380,467,148	3,132,964	+21.3%	Shares	Sole	2024-11-14
2024-06-30	$318,959,401	2,581,831	+774.2%	Shares	Sole	2024-11-26
2024-03-31	$266,852,892	295,335	-16.5%	Shares	Sole	2024-11-26
2023-12-31	$175,149,903	353,681	+6.5%	Shares	Sole	2024-11-26
2023-09-30	$144,451,044	332,079	+11.0%	Shares	Sole	2024-11-26
2023-06-30	$126,515,552	299,077	-8.3%	Shares	Sole	2024-11-26
2023-03-31	$90,610,796	326,208	-18.1%	Shares	Sole	2024-11-26
2022-12-31	$58,223,198	398,407	+16.0%	Shares	Sole	2024-11-26
2022-09-30	$41,696,372	343,491	-19.8%	Shares	Sole	2024-11-26
2022-06-30	$64,904,925	428,161	+6.7%	Shares	Sole	2024-11-26
2022-03-31	$109,469,521	401,193	+11.1%	Shares	Sole	2024-11-25
2021-12-31	$106,195,474	361,074	-19.2%	Shares	Sole	2024-11-25
2021-09-30	$92,534,228	446,680	+367.5%	Shares	Sole	2024-11-25
2021-06-30	$76,439,953	95,538	+4.6%	Shares	Sole	2024-11-25
2021-03-31	$48,789,638	91,378	+49.9%	Shares	Sole	2024-11-25
2020-12-31	$31,840,100	60,973	+5.4%	Shares	Sole	2024-11-25
2020-09-30	$31,309,577	57,850	+15.2%	Shares	Sole	2024-11-25
2020-06-30	$19,070,062	50,196	+8.0%	Shares	Sole	2024-11-22
2020-03-31	$12,248,174	46,465	—	Shares	Sole	2024-11-22
No filing history on record for this holder in this stock.