Position in NVDA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$95,920,000
-$6,655,000 QoQ
Shares Held
550,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $397,376,886 across 7 Semiconductors names. NVDA ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
550,000 | $95,920,000 | |
| 2 | TXN |
Texas Instruments Inc
|
488,900 | $94,915,046 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
144,350 | $48,783,082 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
260,000 | $45,624,800 | |
| 5 | INTC |
Intel Corp
|
958,200 | $42,285,366 | |
| 6 | RMBS |
Rambus Inc
|
420,337 | $36,161,592 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
300,000 | $33,687,000 |
All Filings in NVDA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $5,602,072 | 62,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,070,364 | 62,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,506,976 | 80,622 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,384,160 | 80,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,222,160 | 80,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,826,750 | 125,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,517,375 | 125,000 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||