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Arrowpoint Investment Partners’s NVIDIA NVDA Stock Holding History

Arrowpoint Investment 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 		$25.1M Buy
+125,539
New +$25.8M 5.47% 8
2026
Q1 		– Sell
-442,100
Closed -$82.5M – 122
2025
Q4 		$82.5M Buy
442,100
+440,140
+22,456% +$81.9M 12.15% 1
2025
Q3 		$366K Sell
1,960
-25,416
-93% -$4.43M 0.37% 54
2025
Q2 		$4.33M Buy
27,376
+15,336
+127% +$1.93M 3.84% 7
2025
Q1 		$1.3M Sell
12,040
-32,693
-73% -$4.14M 0.15% 159
2024
Q4 		$6.01M Buy
+44,733
New +$6.17M 1.23% 9

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowpoint Investment Partners's NVDA Position: Q2 2026 in Review

Arrowpoint Investment Partners opened a new position in NVIDIA (NVDA) in Q2 2026: 125,539 shares worth $25.1M. The stake represents 5.47% of the portfolio and ranks #8 among its holdings. This is a return to the name: Arrowpoint Investment Partners previously reported a position in NVDA as recently as Q4 2025.

Arrowpoint Investment Partners first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.5M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Arrowpoint Investment Partners held 125,539 shares of NVIDIA worth $25.1M as of Q2 2026.
  • NVIDIA was a new Arrowpoint Investment Partners position in Q2 2026.
  • NVIDIA made up 5.47% of Arrowpoint Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Arrowpoint Investment Partners first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Arrowpoint Investment Partners's NVIDIA position peaked at $82.5M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.