SEC 13F Intelligence

Grassi Investment Management / NVDA

Grassi Investment Management’s Nvidia Corporation Position

Does Grassi Investment Management own Nvidia Corporation (NVDA)? Yes — 1.65M shares worth $261M (+20.78% of its 13F portfolio) as of Q2 2025, down from 1.66M shares the prior filed quarter.

Position Value
$261M
Q2 2025
Shares
1.65M
% of Portfolio
+20.78%
Quarters Held
27
currently held

Position History NVDA

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $17MQ2 ’19: $16MQ3 ’19: $18MQ4 ’19: $24MQ4 ’19Q1 ’20: $20MQ2 ’20: $28MQ3 ’20: $37MQ4 ’20: $36MQ4 ’20Q1 ’21: $37MQ2 ’21: $56MQ3 ’21: $58MQ4 ’21: $82MQ4 ’21Q1 ’22: $75MQ2 ’22: $43MQ3 ’22: $35MQ4 ’22: $41MQ4 ’22Q1 ’23: $76MQ2 ’23: $116MQ3 ’23: $119MQ4 ’23: $136MQ4 ’23Q1 ’24: $212MQ2 ’24: $206MQ3 ’24: $205MQ4 ’24: $223MQ4 ’24Q1 ’25: $180MQ2 ’25: $261Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.65M$261M+20.78%
Q1 20251.66M$180M+16.65%
Q4 20241.66M$223M+19.06%
Q3 20241.69M$205M+17.76%
Q2 20241.67M$206M+18.31%
Q1 2024234.4K$212M+19.16%
Q4 2023274.3K$136M+14.24%
Q3 2023273.8K$119M+13.70%
Q2 2023273.9K$116M+12.75%
Q1 2023275.3K$76M+9.49%
Q4 2022278.4K$41M+5.49%
Q3 2022284.9K$35M+5.04%
Q2 2022284.5K$43M+5.70%
Q1 2022276.7K$75M+7.89%
Q4 2021277.4K$82M+8.15%
Q3 2021278.7K$58M+6.50%
Q2 202170.0K$56M+6.08%
Q1 202170.1K$37M+4.24%
Q4 202068.8K$36M+4.55%
Q3 202068.0K$37M+5.21%
Q2 202074.8K$28M+4.10%
Q1 202074.1K$20M+3.42%
Q4 2019101.6K$24M+3.24%
Q3 2019100.9K$18M+2.63%
Q2 201999.6K$16M+2.41%
Q1 201993.2K$17M+2.48%
Q4 201889.5K$12M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of NVDA.