Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$494M Sell
2,467,000
-550,500
-18% -$113M 4.79% 5
2026
Q1
$526M Buy
3,017,500
+929,000
+44% +$170M 9% 3
2025
Q4
$390M Buy
+2,088,500
New +$389M 7.33% 3

Other funds holding NVDA

Blue Sparrow LLC's NVDA Position: Q2 2026 in Review

Blue Sparrow LLC reduced its NVIDIA (NVDA) stake by 18% in Q2 2026, selling an estimated $113M and leaving 2,467,000 shares worth $494M. The position accounts for 4.79% of the portfolio, ranked #5.

Blue Sparrow LLC first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $526M in Q1 2026. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Blue Sparrow LLC held 2,467,000 shares of NVIDIA worth $494M as of Q2 2026.
  • Blue Sparrow LLC sold 550,500 NVIDIA shares in Q2 2026, an estimated $113M.
  • NVIDIA made up 4.79% of Blue Sparrow LLC's portfolio in Q2 2026, its #5 holding.
  • Blue Sparrow LLC first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Blue Sparrow LLC's NVIDIA position peaked at $526M in Q1 2026.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Blue Sparrow LLC's 13F filing for Q2 2026, filed 14 Aug 2026.