NVDA - NVIDIA CORPORATION
This page shows which of the focused investors we track hold NVDA and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 17 managers with an aggregate reported value of $7.26B, which is 0.63% of the combined portfolio.
As of Q2 2026, 17 tracked institutional managers held NVDA (NVIDIA CORPORATION) with an aggregate reported value of $7.26B — 0.63% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- NVDA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 9.34% | Reduce -6.8% | 11,198,773 | $2.24B |
| 2 | Duan Yongping - H&H International Investment | 6.58% | Reduce -54.6% | 6,280,675 | $1.26B |
| 3 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 8.64% | Reduce -1.1% | 4,707,792 | $941.98M |
| 4 | Polen Capital Management - Polen Capital Management | 6.86% | Reduce -3.1% | 3,978,446 | $796.05M |
| 5 | John Armitage - Egerton Capital | 6.61% | Add +27.8% | 3,417,950 | $683.9M |
| 6 | Lee Ainslie - Maverick Capital | 5.52% | Reduce -3.7% | 3,056,784 | $611.63M |
| 7 | David Tepper - Appaloosa Management | 4.08% | Add +3.6% | 1,525,000 | $305.14M |
| 8 | Jensen Investment Management - Jensen Investment Management | 5.81% | Reduce -26.6% | 1,197,487 | $239.61M |
| 9 | Samantha McLemore - Patient Capital Management | 4.72% | Reduce -0.2% | 709,587 | $141.98M |
| 10 | Christopher Davis - Davis Advisors | 0.13% | Add +36.3% | 154,727 | $30.95M |
| 11 | Wallace Weitz - Weitz Investment Management | 0.48% | - | 35,000 | $7M |
| 12 | Bill Nygren - Oakmark Funds | 0.00% | Add +0.1% | 12,475 | $2.5M |
| 13 | David Katz - Matrix Asset Advisors | 0.10% | Reduce -22.5% | 6,090 | $1.22M |
| 14 | Sarah Ketterer - Causeway Capital Management | 0.01% | Reduce -0.6% | 3,567 | $713.72K |
| 15 | Dodge & Cox - Dodge & Cox | 0.00% | - | 3,400 | $680.31K |
| 16 | Torray Funds - Torray Funds | 0.08% | Reduce -3.8% | 2,938 | $587.86K |
| 17 | Richard Pzena - Pzena Investment Management | 0.00% | New | 1,445 | $289.13K |
Loading holder history for NVDA…