Thoma Capital Management LLC

Position in NVDA — Nvidia Corp

CIK 2060298 TOWSON, MD

Position in NVDA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,728,577

+$81,195 QoQ

Shares Held

8,639

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#4,473

of 5,911 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $5,075,505 across 5 Semiconductors names. NVDA ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	8,001	$2,383,417
2	NVDA	Nvidia Corp This page	8,639	$1,728,577
3	AVGO	Broadcom Inc.	1,248	$471,432
4	MU	Micron Technology Inc	225	$259,715
5	AMD	Advanced Micro Devices Inc	400	$232,364

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,728,577	8,639	-8.5%	Shares	Sole	2026-07-16
2026-03-31	$1,647,382	9,446	-12.9%	Shares	Sole	2026-04-20
2025-12-31	$2,022,219	10,843	-10.2%	Shares	Sole	2026-01-08
2025-09-30	$2,252,580	12,073	-3.3%	Shares	Sole	2025-10-21
2025-06-30	$1,973,137	12,489	+0.2%	Shares	Sole	2025-10-01
2025-03-31	$1,351,065	12,466	+7.4%	Shares	Sole	2025-10-01
2024-12-31	$1,558,435	11,605	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.