Portfolio changes · featured 13Fs
Activity
Moves in NVDA across featured managers — New / Exit / Add / Reduce.
NVDA · add
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| NVDA | Add | Brad Gerstner - Altimeter Capital Management | −9.41 pp | +0.8% sh | Q1→Q2 |
| NVDA | Add | Gavin Baker - Atreides Management | −2.61 pp | +0.1% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| NVDA | Add | Lewis Sanders - Sanders Capital | +3.04 pp | +216.6% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| NVDA | Add | John Armitage - Egerton Capital (UK) | +1.43 pp | +27.8% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home