NVDA
Nvidia Corp
18 of the 83 super-investors we track hold NVDA, worth a combined $9.63B per their latest 13F filings. The largest position: Chase Coleman at 9.3% of their portfolio. This quarter the cohort logged 1 buy and 2 sells on the name. Conviction score: 47 of 100 (how strongly the cohort backs it) — ranked #57 of 742 stocks. The stock is up 488x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Mairs & Power Funds (28q straight), Chase Coleman (13q straight), David Tepper (13q straight) and 15 more. All multibaggers the cohort held →
Why super-investors own NVDA
NVDA is held by 18 super-investors in our cohort, with a combined position value of $9.6B. The highest-conviction owner is Chase Coleman at 9.3% of their portfolio. Cohort ownership has grown from 17 to 18 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added, 1 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Nvidia Stock Won't Be Overvalued by 2028: My Case for Buying NVDA TodayYahoo Finance ·
- History Says This Is What Happens to Nvidia Stock in SeptemberYahoo Finance ·
- I've Covered Semiconductors for 5 Years. Nvidia Is My No. 1 Pick Heading Into 2027.The Globe and Mail ·
- Why I'm Still Holding Nvidia (NVDA) Stock Despite Its Sky-High P/E RatioYahoo Finance ·
- NVIDIA Stock (NVDA) Opinions on Post-Earnings AI Growth ProspectsQuiver Quantitative ·
- 5-star analyst drops jaw-dropping Nvidia stock price targetthestreet.com ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (18) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 1.4% | 40q | $2.36B | 11,815,467 |
| 2 | Chase Coleman | 9.3% | 14q | $2.24B | 11,198,773 |
| 3 | Duan Yongping | 6.6% | 6q | $1.26B | 6,280,675 |
| 4 | Mairs & Power Funds | 8.6% | 29q | $942M | 4,707,792 |
| 5 | Polen Capital Management | 6.9% | 7q | $796M | 3,978,446 |
| 6 | John Armitage | 6.6% | 4q | $684M | 3,417,950 |
| 7 | Lee Ainslie | 5.5% | 31q | $612M | 3,056,784 |
| 8 | David Tepper | 4.1% | 15q | $305M | 1,525,000 |
| 9 | Jensen Investment Management | 5.8% | 5q | $240M | 1,197,487 |
| 10 | Samantha McLemore | 4.7% | 10q | $142M | 709,587 |
| 11 | Christopher Davis | 0.1% | 5q | $31M | 154,727 |
| 12 | Wallace Weitz | 0.5% | 2q | $7M | 35,000 |
| 13 | Bill Nygren | <0.1% | 8q | $2M | 12,475 |
| 14 | David Katz | 0.1% | 13q | $1M | 6,090 |
| 15 | Sarah Ketterer | <0.1% | 10q | $714K | 3,567 |
| 16 | Dodge & Cox Funds | 0.0% | 5q | $680K | 3,400 |
| 17 | Torray Funds | 0.1% | 8q | $588K | 2,938 |
| 18 | Richard Pzena | <0.1% | — 1q | $289K | 1,445 |
- 1Joel Greenblattport1.4%val$2.36B11,815,467 sh·40q held
- 2Chase Colemanport9.3%val$2.24B11,198,773 sh·14q held
- 3Duan Yongpingport6.6%val$1.26B6,280,675 sh·6q held
- 4Mairs & Power Fundsport8.6%val$942M4,707,792 sh·29q held
- 5Polen Capital Managementport6.9%val$796M3,978,446 sh·7q held
- 6John Armitageport6.6%val$684M3,417,950 sh·4q held
- 7Lee Ainslieport5.5%val$612M3,056,784 sh·31q held
- 8David Tepperport4.1%val$305M1,525,000 sh·15q held
- 9Jensen Investment Managementport5.8%val$240M1,197,487 sh·5q held
- 10Samantha McLemoreport4.7%val$142M709,587 sh·10q held
- 11Christopher Davisport0.1%val$31M154,727 sh·5q held
- 12Wallace Weitzport0.5%val$7M35,000 sh·2q held
- 13Bill Nygrenport<0.1%val$2M12,475 sh·8q held
- 14David Katzport0.1%val$1M6,090 sh·13q held
- 15Sarah Kettererport<0.1%val$714K3,567 sh·10q held
- 16Dodge & Cox Fundsport0.0%val$680K3,400 sh·5q held
- 17Torray Fundsport0.1%val$588K2,938 sh·8q held
- 18Richard Pzenaport<0.1%val$289K1,445 sh·—1q held
Owners of NVDA also hold
Congress is trading NVDA
Congress tracker →- Sheldon Whitehousesold$15,001 - $50,000 · 2026-06-30
- Cleo Fieldsbought$1,001 - $15,000 · 2026-06-26
- Michael Rullibought$1,001 - $15,000 · 2026-06-25
- Matthew Robert Van Eppssold$1,001 - $15,000 · 2026-06-16
- Rohit Khannabought$1,001 - $15,000 · 2026-06-05
- Daniel Meusersold$1,001 - $15,000 · 2026-05-27
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | EXIT | 1.6% | -100% | $0 | Aug 14, 2026 |
| Duan Yongping | TRIM | 6.6% | -55% | $1.26B | Aug 14, 2026 |
| John Armitage | ADD | 6.6% | +28% | $684M | Jul 21, 2026 |
Long US equity 13F-HR filings only. CUSIP 67066G104. Not investment advice.