Portfolio changes · featured 13Fs
Activity
Moves in NVDA across featured managers — New / Exit / Add / Reduce.
NVDA · reduce
7 shown7 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| NVDA | Reduce | Glen Kacher - Light Street Capital Management | −5.86 pp | −49.8% sh | Q1→Q2 |
| NVDA | Reduce | Duan Yongping - H&H International Investment | −5.49 pp | −54.6% sh | Q1→Q2 |
| NVDA | Reduce | Ning Jin - Avantyr Capital Partners | −1.76 pp | −20.6% sh | Q1→Q2 |
| NVDA | Reduce | Alex Sacerdote - Whale Rock Capital Management | −1.74 pp | −63.8% sh | Q1→Q2 |
| NVDA | Reduce | Philippe Laffont - Coatue Management | −1.31 pp | −4.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| NVDA | Reduce | Senator Investment Group | −1.02 pp | −22.6% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| NVDA | Reduce | Polen Capital Management | +1.90 pp | −3.1% 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