Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,936,412
+$38,975,336 QoQ
Shares Held
1,449,030
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
5.32%
of 13F equity value
Holder Rank
#478
of 5,893 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAVIS R M INC holds $500,151,945 across 11 Semiconductors names. NVDA ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
1,449,030 | $289,936,412 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
267,159 | $79,583,994 | |
| 3 | AVGO |
Broadcom Inc.
|
199,358 | $75,307,484 | |
| 4 | QCOM |
Qualcomm Inc/De
|
167,608 | $30,972,282 | |
| 5 | MCHP |
Microchip Technology Inc
|
110,429 | $10,071,124 | |
| 6 | INTC |
Intel Corp
|
63,961 | $8,930,874 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,791 | $2,783,139 | |
| 8 | MU |
Micron Technology Inc
|
1,064 | $1,228,164 |
All Filings in NVDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,936,412 | 1,449,030 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $250,961,076 | 1,438,997 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $264,709,894 | 1,419,356 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,953,577 | 1,441,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,753,237 | 1,473,215 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $157,208,007 | 1,450,526 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $194,165,479 | 1,445,867 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $181,722,816 | 1,496,400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $185,331,743 | 1,500,176 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $134,830,126 | 149,221 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $74,412,252 | 150,261 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $62,190,520 | 142,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,489,302 | 140,630 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $36,595,364 | 131,747 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,564,018 | 127,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,520,340 | 144,331 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,425,994 | 134,745 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $29,927,284 | 109,680 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $20,231,532 | 68,789 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $601,592 | 2,904 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $544,068 | 680 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $324,630 | 608 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $322,197 | 617 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||