Position in NVDA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$139,383,494
+$43,463,494 QoQ
Shares Held
696,604
+26.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#704
of 5,911 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $580,974,397 across 8 Semiconductors names. NVDA ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
468,900 | $139,765,023 | |
| 2 | NVDA |
Nvidia Corp
This page
|
696,604 | $139,383,494 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
235,882 | $112,650,166 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
270,000 | $89,999,100 | |
| 5 | INTC |
Intel Corp
|
408,122 | $56,986,074 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
110,000 | $28,670,400 | |
| 7 | RMBS |
Rambus Inc
|
100,000 | $13,274,000 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,332 | $246,140 |
All Filings in NVDA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,383,494 | 696,604 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $95,920,000 | 550,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $102,575,000 | 550,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $106,350,600 | 570,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $100,302,321 | 634,865 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $67,195,600 | 620,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $83,259,800 | 620,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $75,292,800 | 620,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $76,594,800 | 620,000 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $56,020,720 | 62,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,703,640 | 62,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $35,069,763 | 80,622 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $33,841,600 | 80,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $22,221,600 | 80,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,267,500 | 125,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,173,750 | 125,000 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||