Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in NVDA across featured managers — New / Exit / Add / Reduce.

ticker NVDA holders clear

35 managers with a move of 137 featured filed through 18 Aug 23 shown managers newest 13Fs

NVDA

23 shown
New 2 Exit 10 Add 4 Reduce 7 all moves 23
all time today 7d 14d
≥1 pp all sizes
reset

23 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 13
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
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
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
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
12 Aug 1
NVDA Reduce Senator Investment Group −1.02 pp −22.6% sh Q1→Q2
10 Aug 1
NVDA Add Lewis Sanders - Sanders Capital +3.04 pp +216.6% sh Q1→Q2
7 Aug 1
NVDA New Richard Pzena - Pzena Investment Management 0.00 pp opened <0.01% Q1→Q2
5 Aug 1
NVDA New Steven Check - Check Capital Management +0.02 pp opened 0.02% 2026 Q2 restated
4 Aug 1
NVDA Reduce Polen Capital Management +1.90 pp −3.1% sh Q1→Q2
21 Jul 2
NVDA Exit Murphy Pohlad - Murphy Pohlad Asset Management −0.26 pp was 0.26% Q1→Q2
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