Van Eck Associates
Van Eck Associates reported 1,337 stocks worth $164B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (9.3%), TSM (5.0%) and AVGO (3.4%). Compared with Q1 2026, the fund opened new positions in OGC, added to NVDA, AVGO and AMAT, trimmed TSM, MU and AMD and sold out of SA, IEX and J.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() NVDA Nvidia Corporation | $15.2B | 9.3% | 75.8M | +19.5M (+35%) | 8 of 8 | |
| 2 | ![]() TSM Taiwan Semiconductor Mfg Ltd | $8.2B | 5.0% | 17.2M | −2.1M (−11%) | 8 of 8 | |
| 3 | ![]() AVGO Broadcom Inc | $5.6B | 3.4% | 14.8M | +773K (+5%) | 8 of 8 | |
| 4 | ![]() AMAT Applied Matls Inc | $5.6B | 3.4% | 7.7M | +1.1M (+16%) | 8 of 8 | |
| 5 | ![]() MU Micron Technology Inc | $5.6B | 3.4% | 4.8M | −1.6M (−25%) | 8 of 8 | |
| 6 | ![]() AMD Advanced Micro Devices Inc | $5.5B | 3.4% | 9.5M | −2.6M (−21%) | 8 of 8 | |
| 7 | ![]() ASML Asml Holding N V | $4.9B | 3.0% | 2.5M | +592K (+32%) | 8 of 8 | |
| 8 | ![]() INTC Intel Corp | $4.8B | 2.9% | 34.4M | −12.4M (−26%) | 8 of 8 | |
| 9 | ![]() LRCX Lam Research Corp | $4.8B | 2.9% | 11.1M | +8.9M (+412%) | 8 of 8 | |
| 10 | ![]() KLAC Kla Corp | $4.8B | 2.9% | 15.8M | +14.3M (+953%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() SA Seabridge Gold Inc | $185K | 6.5M |
![]() IEX Idex Corp | $178K | 937K |
![]() J Jacobs Solutions Inc | $112K | 882K |
![]() CM Canadian Imperial BK Comm | $81K | 860K |
HONEYWELL INTL INC | $49K | 216K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Van Eck Associates 13F FAQ
What does Van Eck Associates own?
Van Eck Associates reported 1,337 stocks worth $164B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NVDA (9.3%), TSM (5.0%) and AVGO (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Van Eck Associates buy and sell in Q2 2026?
Compared with Q1 2026: 115 new positions, 611 added to, 568 trimmed and 182 sold out. New positions include OGC. It sold all of SA, IEX and J.
When will Van Eck Associates file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Van Eck Associates's portfolio worth?
The Q2 2026 filing reports $164B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.













