Birinyi Associates’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8M | Sell |
107,765
-100
| -0.1% | -$18.3K | 5.12% | 6 |
|
|
2025
Q4 | $20.1M | Sell |
107,865
-1,650
| -2% | -$307K | 5.03% | 6 |
|
|
2025
Q3 | $20.4M | Buy |
109,515
+440
| +0.4% | +$76.7K | 5.22% | 6 |
|
|
2025
Q2 | $17.2M | Sell |
109,075
-400
| -0.4% | -$50.3K | 5.04% | 6 |
|
|
2025
Q1 | $11.9M | Sell |
109,475
-10,750
| -9% | -$1.36M | 3.83% | 7 |
|
|
2024
Q4 | $16.1M | Sell |
120,225
-775
| -0.6% | -$107K | 4.44% | 7 |
|
|
2024
Q3 | $14.7M | Sell |
121,000
-17,500
| -13% | -$2.07M | 4.22% | 7 |
|
|
2024
Q2 | $17.1M | Hold |
138,500
| – | – | 5.12% | 7 |
|
|
2024
Q1 | $12.5M | Sell |
138,500
-10,100
| -7% | -$732K | 4.08% | 7 |
|
|
2023
Q4 | $7.36M | Buy |
+148,600
| New | +$6.89M | 2.62% | 8 |
|
|
2023
Q3 | – | Sell |
-176,000
| Closed | -$7.45M | – | 57 |
|
|
2023
Q2 | $7.45M | Buy |
176,000
+47,000
| +36% | +$1.56M | 2.72% | 8 |
|
|
2023
Q1 | $3.58M | Sell |
129,000
-25,000
| -16% | -$541K | 1.48% | 14 |
|
|
2022
Q4 | $2.25M | Sell |
154,000
-14,500
| -9% | -$213K | 1.08% | 16 |
|
|
2022
Q3 | $2.04M | Buy |
168,500
+10,000
| +6% | +$158K | 0.95% | 19 |
|
|
2022
Q2 | $2.4M | Sell |
158,500
-23,250
| -13% | -$439K | 1.09% | 16 |
|
|
2022
Q1 | $4.96M | Sell |
181,750
-13,250
| -7% | -$332K | 1.71% | 12 |
|
|
2021
Q4 | $5.74M | Buy |
195,000
+3,000
| +2% | +$82.5K | 1.8% | 11 |
|
|
2021
Q3 | $3.98M | Sell |
192,000
-4,880
| -2% | -$101K | 1.34% | 13 |
|
|
2021
Q2 | $3.94M | Buy |
196,880
+20,000
| +11% | +$321K | 1.37% | 12 |
|
|
2021
Q1 | $2.36M | Sell |
176,880
-28,000
| -14% | -$376K | 0.9% | 21 |
|
|
2020
Q4 | $2.67M | Buy |
204,880
+6,000
| +3% | +$80.3K | 0.99% | 23 |
|
|
2020
Q3 | $2.69M | Buy |
198,880
+46,000
| +30% | +$535K | 1.14% | 15 |
|
|
2020
Q2 | $1.45M | Buy |
152,880
+120,880
| +378% | +$978K | 0.72% | 25 |
|
|
2020
Q1 | $211K | Buy |
+32,000
| New | +$202K | 0.12% | 66 |
|
|
2019
Q2 | – | Sell |
-366,000
| Closed | -$1.64M | – | 81 |
|
|
2019
Q1 | $1.64M | Sell |
366,000
-200,000
| -35% | -$776K | 0.7% | 31 |
|
|
2018
Q4 | $1.89M | Buy |
566,000
+72,000
| +15% | +$344K | 0.94% | 20 |
|
|
2018
Q3 | $3.47M | Sell |
494,000
-70,000
| -12% | -$455K | 1.23% | 18 |
|
|
2018
Q2 | $3.34M | Buy |
564,000
+172,000
| +44% | +$1.04M | 1.31% | 19 |
|
|
2018
Q1 | $2.27M | Sell |
392,000
-2,000
| -0.5% | -$11.7K | 0.92% | 21 |
|
|
2017
Q4 | $1.91M | Buy |
394,000
+90,000
| +30% | +$447K | 0.85% | 25 |
|
|
2017
Q3 | $1.36M | Sell |
304,000
-120,000
| -28% | -$499K | 0.65% | 36 |
|
|
2017
Q2 | $1.53M | Buy |
424,000
+84,000
| +25% | +$267K | 0.72% | 32 |
|
|
2017
Q1 | $926K | Buy |
340,000
+160,000
| +89% | +$426K | 0.46% | 45 |
|
|
2016
Q4 | $480K | Buy |
+180,000
| New | +$376K | 0.27% | 56 |
|
Other funds holding NVDA
VCM
VPM
Birinyi Associates's NVDA Position: Q1 2026 in Review
Birinyi Associates reduced its NVIDIA (NVDA) stake by 0.09% in Q1 2026, selling an estimated $18.3K and leaving 107,765 shares worth $18.8M. The position accounts for 5.12% of the portfolio, ranked #6.
Birinyi Associates first reported a position in NVDA in Q4 2016 and has held it in 34 quarters since. The position peaked at $20.4M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Birinyi Associates held 107,765 shares of NVIDIA worth $18.8M as of Q1 2026.
- Birinyi Associates sold 100 NVIDIA shares in Q1 2026, an estimated $18.3K.
- NVIDIA made up 5.12% of Birinyi Associates's portfolio in Q1 2026, its #6 holding.
- Birinyi Associates first reported a position in NVIDIA in Q4 2016 and has held it in 34 quarters since.
- Birinyi Associates's NVIDIA position peaked at $20.4M in Q3 2025.
- 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.