Portfolio changes · featured 13Fs
Activity
Moves in NVDA across featured managers — New / Exit / Add / Reduce.
NVDA · exit
10 shown10 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| NVDA | Exit | Nehal Chopra - Ratan Capital Management | −11.27 pp | was 11.3% | Q1→Q2 |
| 14 Aug 6 | |||||
| NVDA | Exit | Marc Stad - Dragoneer Investment Group | −21.66 pp | was 21.7% | Q1→Q2 |
| NVDA | Exit | Estuary Capital Management | −5.52 pp | was 5.5% | Q1→Q2 |
| NVDA | Exit | Ram Parameswaran - Octahedron Capital Management | −5.45 pp | was 5.5% | Q1→Q2 |
| NVDA | Exit | Dan Sundheim - D1 Capital Partners | −2.44 pp | was 2.4% | Q1→Q2 |
| NVDA | Exit | Dan Loeb - Third Point | −1.59 pp | was 1.6% | Q1→Q2 |
| NVDA | Exit | Situational Awareness | 0.00 pp | was <0.01% | Q1→Q2 |
| 13 Aug 2 | |||||
| NVDA | Exit | Mala Gaonkar - Surgocap Partners | −5.87 pp | was 5.9% | Q1→Q2 |
| NVDA | Exit | Ryan Packard - Hiddenite Capital Partners | −2.29 pp | was 2.3% | Q1→Q2 |
| 21 Jul 1 | |||||
| NVDA | Exit | Murphy Pohlad - Murphy Pohlad Asset Management | −0.26 pp | was 0.26% | 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