Antipodes Partners’s NVIDIA NVDA Stock Holding History

Antipodes Partners’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187M	Buy	933,424 +222,759	+31%	+$45.8M	3.42%	4
2026 Q1	$124M	Buy	+710,665	New	+$130M	2.39%	17

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Antipodes Partners's NVDA Position: Q2 2026 in Review

Antipodes Partners increased its NVIDIA (NVDA) stake by 31% in Q2 2026, buying an estimated $45.8M and bringing the position to 933,424 shares worth $187M. The position accounts for 3.42% of the portfolio, ranked #4.

Antipodes Partners first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Antipodes Partners held 933,424 shares of NVIDIA worth $187M as of Q2 2026.
Antipodes Partners bought 222,759 NVIDIA shares in Q2 2026, an estimated $45.8M.
NVIDIA made up 3.42% of Antipodes Partners's portfolio in Q2 2026, its #4 holding.
Antipodes Partners first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.