Position in NVDA
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$438,043,444
+$6,293,520 QoQ
Shares Held
2,511,717
+8.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Dec 31, 2025CallValue
$223,800,000
CallShares
1,200,000
PutValue
$0
PutShares
0
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, 2026Groupe la Francaise holds $865,688,609 across 14 Semiconductors names. NVDA ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
2,511,717 | $438,043,444 | |
| 2 | AVGO |
Broadcom Inc.
|
663,725 | $205,429,524 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
255,969 | $86,504,723 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
174,117 | $35,420,620 | |
| 5 | ADI |
Analog Devices Inc
|
102,054 | $32,467,459 | |
| 6 | MU |
Micron Technology Inc
|
63,174 | $21,342,703 | |
| 7 | TXN |
Texas Instruments Inc
|
83,906 | $16,289,510 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
41,953 | $6,346,649 |
All Filings in NVDA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,043,444 | 2,511,717 | Shares | Defined | 2026-05-21 | |
| 2025-12-31 | $431,749,924 | 2,315,013 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $223,800,000 | 1,200,000 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $533,880,944 | 2,861,405 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $412,988,387 | 2,614,016 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $248,513,280 | 2,292,981 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $249,698,996 | 1,930,204 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||