Follow-The-Filings

Security · featured owners

NVDA Nvidia Corporation

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 36 Owners
  • #8
  • Max 28.1%
  • Master 1.04%
  • $17.7B
  • 2 new 11 add 20 reduce 10 exits

Who owns this now

Largest portfolio weights among featured holders · max 28.1% (Grant Wonders - Voyager Global Management) · not free-float ownership

  1. Grant Wonders add 28.1%
  2. Brad Gerstner add 19.2%
  3. Chase Coleman reduce 9.3%
  4. Mairs & Power reduce 8.6%
  5. Polen Capital Management reduce 6.9%
  6. John Armitage add 6.6%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 4.5% Add +216.6% 22,560,894 $4.5B history
Chase Coleman - Tiger Global Management 2026 Q2 9.3% Reduce −6.8% 11,198,773 $2.2B history
Brad Gerstner - Altimeter Capital Management 2026 Q2 19.2% Add +0.8% 9,413,589 $1.9B history
Duan Yongping - H&H International Investment 2026 Q2 6.6% Reduce −54.6% 6,280,675 $1.3B history
Philippe Laffont - Coatue Management 2026 Q2 2.5% Reduce −4.4% 6,055,197 $1.2B history
Grant Wonders - Voyager Global Management 2026 Q2 28.1% Add +8.5% 5,100,000 $1B history
Mairs & Power 2026 Q2 8.6% Reduce −1.1% 4,707,792 $942M history
Polen Capital Management 2026 Q2 6.9% Reduce −3.1% 3,978,446 $796M history
John Armitage - Egerton Capital (UK) 2026 Q2 6.6% Add +27.8% 3,417,950 $684M history
Lee Ainslie - Maverick Capital 2026 Q2 5.4% Reduce −3.7% 3,056,784 $612M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.89% Add +1.6% 2,965,306 $593M history
David Tepper - Appaloosa 2026 Q2 4.0% Add +3.6% 1,525,000 $305M history
Cathie Wood - Ark Investment Management 2026 Q2 1.8% Add +33.4% 1,381,247 $276M history
Gavin Baker - Atreides Management 2026 Q2 1.7% Add +0.1% 1,249,291 $250M history
Jensen Investment Management 2026 Q2 5.8% Reduce −26.6% 1,197,487 $240M history
George Soros - Soros Fund Management 2026 Q2 2.6% Reduce −0.8% 1,064,635 $213M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.40% Reduce −6.2% 800,769 $160M history
Samantha Mclemore - Patient Capital Management 2026 Q2 4.7% Reduce −0.2% 709,587 $142M history
Ning Jin - Avantyr Capital Partners 2026 Q2 4.1% Reduce −20.6% 553,437 $111M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 0.61% Reduce −63.8% 377,204 $75M history
Senator Investment Group 2026 Q2 2.5% Reduce −22.6% 336,579 $67M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.13% Add +36.3% 154,727 $31M history
Davidson Kempner Capital Management 2026 Q2 0.36% Reduce −64.9% 150,000 $30M history
Glen Kacher - Light Street Capital Management 2026 Q2 3.0% Reduce −49.8% 136,720 $27M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.48% Hold 35,000 $7M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 1.6% Add +2.3% 17,081 $3M history
Corvex Management 2026 Q2 0.10% Hold 16,250 $3M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Add +0.1% 12,475 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.02% Reduce −1.3% 6,920 $1M history
David Katz - Matrix Asset Advisors 2026 Q2 0.10% Reduce −22.5% 6,090 $1M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 0.01% Reduce −0.6% 3,567 $714K history
Dodge & Cox 2026 Q2 <0.01% Hold 3,400 $680K history
Steven Check - Check Capital Management 2026 Q2 0.02% New 0.02% 3,077 $616K history
Torray Investment Partners 2026 Q2 0.08% Reduce −3.8% 2,938 $588K history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.06% Reduce −4.8% 1,485 $297K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% New <0.01% 1,445 $289K history
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 21.7% Exit −21.66 pp 3,728,387 $650M history
Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 2.4% Exit −2.44 pp 1,568,793 $274M history
Mala Gaonkar - Surgocap Partners exited 2026 Q2 last 2026 Q1 5.9% Exit −5.87 pp 1,008,073 $176M history
Dan Loeb - Third Point exited 2026 Q2 last 2026 Q1 1.6% Exit −1.59 pp 190,000 $33M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 5.5% Exit −5.52 pp 189,031 $33M history
Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 11.3% Exit −11.27 pp 174,002 $30M history
Ryan Packard - Hiddenite Capital Partners exited 2026 Q2 last 2026 Q1 2.3% Exit −2.29 pp 50,000 $9M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 5.5% Exit −5.45 pp 43,000 $7M history
Murphy Pohlad - Murphy Pohlad Asset Management exited 2026 Q2 last 2026 Q1 0.26% Exit −0.26 pp 4,110 $717K history
Situational Awareness exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00 pp 2,855 $498K history

36 current · 10 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 13 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,7.01 Filing Doc
8-K 5.02 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 31, 2026 · 2 forms Filing Doc
4 Period Aug 24, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 25, 2026 · 9 forms Filing Doc
4 Period Jun 17, 2026 · 5 forms Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 3, 2026 Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Gross profit $15.36B $44.3B $97.86B $153.46B
Net income $4.37B $29.76B $72.88B $120.07B

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $23.07B $44.34B $80.13B $125.6B
Total non-current assets * $18.11B $21.38B $31.48B $81.2B
Total assets $41.18B $65.73B $111.6B $206.8B
Total current liabilities $6.56B $10.63B $18.05B $32.16B
Total non-current liabilities * $12.52B $12.12B $14.23B $17.35B
Total equity $22.1B $42.98B $79.33B $157.29B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.64B $28.09B $64.09B $102.72B
Cash from investing $7.38B -$10.57B -$20.42B -$52.23B
Cash from financing -$11.62B -$13.63B -$42.36B -$48.47B
Net change in cash $1.4B $3.89B $1.31B $2.02B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders