Archon Partners’s NVIDIA NVDA Stock Holding History

Archon 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 Q3	$18M	Buy	79,000 +7,000	+10%	+$1.5M	1.86%	18
2026 Q2	$14.4M	Hold	72,000	–	–	1.54%	23
2026 Q1	$12.6M	Hold	72,000	–	–	1.49%	23
2025 Q4	$13.4M	Hold	72,000	–	–	1.4%	22
2025 Q3	$13.4M	Hold	72,000	–	–	1.43%	23
2025 Q2	$11.4M	Buy	72,000 +7,000	+11%	+$881K	1.31%	26
2025 Q1	$7.04M	Buy	+65,000	New	+$8.24M	0.85%	30

Other funds holding NVDA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Archon Partners's NVDA Position: Q3 2026 in Review

Archon Partners increased its NVIDIA (NVDA) stake by 9.7% in Q3 2026, buying an estimated $1.5M and bringing the position to 79,000 shares worth $18M. The position accounts for 1.86% of the portfolio, ranked #18.

Archon Partners first reported a position in NVDA in Q1 2025 and has held it in 7 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Archon Partners held 79,000 shares of NVIDIA worth $18M as of Q3 2026.
Archon Partners bought 7,000 NVIDIA shares in Q3 2026, an estimated $1.5M.
NVIDIA made up 1.86% of Archon Partners's portfolio in Q3 2026, its #18 holding.
Archon Partners first reported a position in NVIDIA in Q1 2025 and has held it in 7 quarters since.
4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Archon Partners's 13F filing for Q3 2026, filed 26 Oct 2026.