Carmignac Gestion’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
0
-$3.25K 152
2025
Q2
Hold
0
126
2024
Q4
Hold
0
-$3.45K 168
2024
Q3
Hold
0
168

Other funds holding NVDA

Carmignac Gestion's NVDA Position: Q2 2026 in Review

Carmignac Gestion increased its NVIDIA (NVDA) stake by 5% in Q2 2026, buying an estimated $47.1M and bringing the position to 4,795,726 shares worth $959M. The position accounts for 12.45% of the portfolio, ranked #1.

Carmignac Gestion first reported a position in NVDA in Q1 2017 and has held it in 32 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Carmignac Gestion held 4,795,726 shares of NVIDIA worth $959M as of Q2 2026.
  • Carmignac Gestion bought 229,282 NVIDIA shares in Q2 2026, an estimated $47.1M.
  • NVIDIA made up 12.45% of Carmignac Gestion's portfolio in Q2 2026, its #1 holding.
  • Carmignac Gestion first reported a position in NVIDIA in Q1 2017 and has held it in 32 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.