Position in NVDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$443,495,363
+$64,406,884 QoQ
Shares Held
2,542,978
+25.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. NVDA ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,183,157 | $675,708,923 | |
| 2 | NVDA |
Nvidia Corp
This page
|
2,542,978 | $443,495,363 | |
| 3 | INTC |
Intel Corp
|
5,691,060 | $251,146,477 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
58,232 | $19,679,504 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
83,986 | $17,085,271 | |
| 6 | QCOM |
Qualcomm Inc/De
|
55,636 | $7,164,804 | |
| 7 | TXN |
Texas Instruments Inc
|
36,727 | $7,130,179 | |
| 8 | ADI |
Analog Devices Inc
|
14,749 | $4,692,246 |
All Filings in NVDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,495,363 | 2,542,978 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $379,088,479 | 2,032,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $377,050,752 | 2,020,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $310,664,584 | 1,966,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $198,818,666 | 1,834,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,179,255 | 1,647,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $158,054,038 | 1,301,499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,843,450 | 492,500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $44,260,886 | 48,985 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,373,049 | 45,178 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,537,071 | 17,327 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,284,827 | 17,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,684,868 | 16,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,400,641 | 16,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,831,410 | 15,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,273,395 | 14,997 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,557,580 | 16,703 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,537,503 | 18,828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,352,017 | 21,008 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,302,137 | 5,377 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,111,221 | 5,827 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,718,573 | 5,206 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,782,412 | 5,141 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,656,796 | 4,361 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,476,950 | 5,603 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||