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Atmos Capital Gestao de Recursos’s NVIDIA NVDA Stock Holding History

Atmos Capital Gestao de Recursos’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
Q1 		$14.9M Buy
85,277
+19,064
+29% +$3.5M 2.08% 8
2025
Q4 		$12.3M Sell
66,213
-18,352
-22% -$3.42M 1.62% 10
2025
Q3 		$15.8M Buy
+84,565
New +$14.7M 2.12% 8

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atmos Capital Gestao de Recursos's NVDA Position: Q1 2026 in Review

Atmos Capital Gestao de Recursos increased its NVIDIA (NVDA) stake by 29% in Q1 2026, buying an estimated $3.5M and bringing the position to 85,277 shares worth $14.9M. The position accounts for 2.08% of the portfolio, ranked #8.

Atmos Capital Gestao de Recursos first reported a position in NVDA in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.8M in Q3 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Atmos Capital Gestao de Recursos held 85,277 shares of NVIDIA worth $14.9M as of Q1 2026.
  • Atmos Capital Gestao de Recursos bought 19,064 NVIDIA shares in Q1 2026, an estimated $3.5M.
  • NVIDIA made up 2.08% of Atmos Capital Gestao de Recursos's portfolio in Q1 2026, its #8 holding.
  • Atmos Capital Gestao de Recursos first reported a position in NVIDIA in Q3 2025 and has held it in 3 quarters since.
  • Atmos Capital Gestao de Recursos's NVIDIA position peaked at $15.8M in Q3 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Atmos Capital Gestao de Recursos's 13F filing for Q1 2026, filed 15 May 2026.