SIT INVESTMENT ASSOCIATES INC

Position in NVDA — Nvidia Corp

CIK 769317 Minneapolis, MN

Position in NVDA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$164,039,784

+$20,324,244 QoQ

Shares Held

819,830

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#659

of 5,911 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. NVDA ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	819,830	$164,039,784
2	AVGO	Broadcom Inc.	415,970	$157,132,667
3	MPWR	Monolithic Power Systems, Inc.	15,491	$21,414,138
4	MU	Micron Technology Inc	16,182	$18,678,720
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	20,267	$9,678,911
6	ADI	Analog Devices Inc	22,011	$8,742,108
7	TSEM	Tower Semiconductor Ltd	22,654	$5,904,538
8	CRDO	Credo Technology Group Holding Ltd	17,615	$4,790,399

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,039,784	819,830	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$143,715,540	824,057	-0.8%	Shares	Sole	2026-05-13
2025-12-31	$154,862,513	830,362	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$162,446,996	870,656	+1.0%	Shares	Sole	2025-11-13
2025-06-30	$136,220,241	862,208	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$95,304,820	879,358	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$120,080,237	894,186	-10.8%	Shares	Sole	2025-02-13
2024-09-30	$121,681,665	1,001,990	+9.7%	Shares	Sole	2024-11-13
2024-06-30	$112,870,220	913,633	+858.5%	Shares	Sole	2024-08-14
2024-03-31	$86,122,821	95,315	-0.5%	Shares	Sole	2024-05-14
2023-12-31	$47,453,961	95,824	-2.8%	Shares	Sole	2024-02-13
2023-09-30	$42,903,498	98,631	+14.0%	Shares	Sole	2023-11-13
2023-06-30	$36,593,345	86,505	-2.0%	Shares	Sole	2023-08-10
2023-03-31	$24,525,146	88,293	-4.4%	Shares	Sole	2023-05-11
2022-12-31	$13,492,960	92,329	+6.2%	Shares	Sole	2023-02-10
2022-09-30	$10,548,912	86,901	-0.6%	Shares	Sole	2022-11-10
2022-06-30	$13,249,875	87,406	-18.8%	Shares	Sole	2022-08-11
2022-03-31	$29,357,280	107,591	-3.9%	Shares	Sole	2022-05-12
2021-12-31	$32,931,790	111,971	+31.7%	Shares	Sole	2022-02-11
2021-09-30	$17,613,364	85,023	+305.6%	Shares	Sole	2021-11-12
2021-06-30	$16,771,696	20,962	-2.7%	Shares	Sole	2021-08-13
2021-03-31	$11,506,234	21,550	+17.2%	Shares	Sole	2021-05-13
2020-12-31	$9,602,735	18,389	+24.7%	Shares	Sole	2021-02-11
2020-09-30	$7,979,206	14,743	+1.1%	Shares	Sole	2020-11-12
2020-06-30	$5,541,396	14,586	+15.3%	Shares	Sole	2020-08-13
2020-03-31	$3,333,222	12,645	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.