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 Q1 2026 it was held by 17 managers with an aggregate reported value of $7.81B, which is 0.71% of the combined portfolio.
As of Q1 2026, 17 tracked institutional managers held NVDA (NVIDIA CORPORATION) with an aggregate reported value of $7.81B — 0.71% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- NVDA
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Duan Yongping - H&H International Investment | 12.07% | Add +91.3% | 13,843,775 | $2.41B |
| 2 | Chase Coleman - Tiger Global Management | 9.17% | Add +9.1% | 12,011,752 | $2.09B |
| 3 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 8.49% | Reduce -3.8% | 4,761,351 | $830.38M |
| 4 | Polen Capital Management - Polen Capital Management | 4.95% | Reduce -23.0% | 4,104,247 | $715.78M |
| 5 | Lee Ainslie - Maverick Capital | 6.44% | Add +6.3% | 3,174,918 | $553.71M |
| 6 | John Armitage - Egerton Capital | 5.18% | New | 2,675,018 | $466.52M |
| 7 | Jensen Investment Management - Jensen Investment Management | 5.61% | Reduce -27.6% | 1,632,015 | $284.62M |
| 8 | David Tepper - Appaloosa Management | 4.33% | Reduce -13.4% | 1,471,500 | $256.63M |
| 9 | Samantha McLemore - Patient Capital Management | 4.62% | Add +11.3% | 711,115 | $124.02M |
| 10 | Daniel Loeb - Third Point | 1.59% | Reduce -93.6% | 190,000 | $33.14M |
| 11 | Christopher Davis - Davis Advisors | 0.09% | Add +2.3% | 113,556 | $19.8M |
| 12 | Wallace Weitz - Weitz Investment Management | 0.43% | New | 35,000 | $6.1M |
| 13 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -5.2% | 12,468 | $2.17M |
| 14 | David Katz - Matrix Asset Advisors | 0.13% | Reduce -2.5% | 7,855 | $1.37M |
| 15 | Sarah Ketterer - Causeway Capital Management | 0.01% | Reduce -4.5% | 3,589 | $625.92K |
| 16 | Dodge & Cox - Dodge & Cox | 0.00% | - | 3,400 | $592.96K |
| 17 | Torray Funds - Torray Funds | 0.08% | - | 3,055 | $532.79K |
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