ValuationViz

NVDA fund manager activity

NVIDIA Corporation · Nasdaq. Reported by 42 tracked fund managers in their 13F filings, Q1 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
John Armitage - Egerton CapitalAdded3,741,971$854,591,3378.70%Oct 20, 2026
David Katz - Matrix Asset AdvisorsTrimmed5,970$1,363,4070.11%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Brad Gerstner - Altimeter Capital ManagementAdded9,413,589$1,883,565,02319.2%Aug 14, 2026
David Tepper - Appaloosa ManagementAdded1,525,000$305,137,2504.08%Aug 14, 2026
Gavin Baker - Atreides ManagementAdded1,249,291$249,970,6362.24%Aug 14, 2026
Ron Baron - Baron CapitalAdded2,965,306$593,328,0780.89%Aug 14, 2026
Sarah Ketterer - Causeway Capital ManagementTrimmed3,567$713,7210.01%Aug 13, 2026
Arnold Van Den Berg - Century ManagementTrimmed1,485$297,1340.06%Aug 14, 2026
Steven Check - Check Capital ManagementAdded3,077$615,6770.03%Aug 5, 2026
Philippe Laffont - Coatue ManagementTrimmed6,055,197$1,211,584,3672.49%Aug 14, 2026
Dan Sundheim - D1 Capital PartnersSold out——0.00%Aug 14, 2026
Christopher Davis - Davis AdvisorsAdded154,727$30,950,1610.13%Aug 11, 2026
Dodge & Cox FundsNo change3,400$680,3060.00%Aug 13, 2026
John Armitage - Egerton CapitalAdded3,417,950$683,897,6166.61%Jul 21, 2026
Ken Fisher - Fisher Asset ManagementAdded90,935,947$18,195,373,8465.42%Aug 4, 2026
Jeremy Grantham - GMOAdded4,671,972$934,815,3322.11%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed4,018,967$804,155,1071.87%Aug 14, 2026
Duan Yongping - H&H International InvestmentTrimmed6,280,675$1,256,700,2616.58%Aug 14, 2026
Jensen Investment ManagementTrimmed1,197,487$239,605,1745.81%Aug 7, 2026
Mairs & Power FundsTrimmed4,707,792$941,982,0588.64%Aug 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed6,090$1,218,5290.10%Jul 15, 2026
Lee Ainslie - Maverick CapitalTrimmed3,056,784$611,631,9115.52%Aug 14, 2026
Bill Nygren - Oakmark FundsAdded12,475$2,496,1230.00%Aug 14, 2026
Samantha McLemore - Patient Capital ManagementTrimmed709,587$141,981,4194.72%Aug 13, 2026
Polen Capital ManagementTrimmed3,978,446$796,047,2696.86%Aug 4, 2026
Richard Pzena - Pzena Investment ManagementNew1,445$289,1300.00%Aug 7, 2026
Situational Awareness LPSold out——0.00%Aug 14, 2026
Daniel Loeb - Third PointSold out——0.00%Aug 14, 2026
Chase Coleman - Tiger Global ManagementTrimmed11,198,773$2,240,762,4909.34%Aug 14, 2026
Torray FundsTrimmed2,938$587,8640.08%Jul 30, 2026
Wallace Weitz - Weitz Investment ManagementNo change35,000$7,003,1500.48%Aug 12, 2026
Alex Sacerdote - Whale Rock Capital ManagementTrimmed377,204$75,474,7480.61%Aug 14, 2026

Older quarters