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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
Q2 		$23.9M Buy
119,301
+34,024
+40% +$7M 2.87% 12
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 $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 $3.38T AUM 44.17% 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

Atmos Capital Gestao de Recursos's NVDA Position: Q2 2026 in Review

Atmos Capital Gestao de Recursos increased its NVIDIA (NVDA) stake by 40% in Q2 2026, buying an estimated $7M and bringing the position to 119,301 shares worth $23.9M. The position accounts for 2.87% of the portfolio, ranked #12.

Atmos Capital Gestao de Recursos first reported a position in NVDA in Q3 2025 and has held it in 4 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Atmos Capital Gestao de Recursos held 119,301 shares of NVIDIA worth $23.9M as of Q2 2026.
  • Atmos Capital Gestao de Recursos bought 34,024 NVIDIA shares in Q2 2026, an estimated $7M.
  • NVIDIA made up 2.87% of Atmos Capital Gestao de Recursos's portfolio in Q2 2026, its #12 holding.
  • Atmos Capital Gestao de Recursos first reported a position in NVIDIA in Q3 2025 and has held it in 4 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Atmos Capital Gestao de Recursos's 13F filing for Q2 2026, filed 14 Aug 2026.