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Connective Capital Management’s NVIDIA NVDA Stock Holding History

Connective Capital Management’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 		$5.81M Buy
29,025
+27,440
+1,731% +$5.64M 4.09% 7
2026
Q1 		$276K Buy
+1,585
New +$291K 0.23% 44
2025
Q3 		– Sell
-33,646
Closed -$5.32M – 82
2025
Q2 		$5.32M Buy
+33,646
New +$4.23M 4.97% 6
2025
Q1 		– Sell
-16,412
Closed -$2.2M – 75
2024
Q4 		$2.2M Hold
16,412
– – 2.57% 12
2024
Q3 		$2.18M Buy
+16,412
New +$1.94M 1.97% 15
2023
Q3 		– Sell
-116,770
Closed -$4.94M – 36
2023
Q2 		$4.94M Buy
+116,770
New +$3.88M 5.75% 6
2016
Q1 		– Sell
-1,454,440
Closed -$1.2M – 30
2015
Q4 		$1.2M Buy
+1,454,440
New +$1.1M 2.51% 10

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 $3.37T AUM 44.26% 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

Connective Capital Management's NVDA Position: Q2 2026 in Review

Connective Capital Management increased its NVIDIA (NVDA) stake by 1,731% in Q2 2026, buying an estimated $5.64M and bringing the position to 29,025 shares worth $5.81M. The position accounts for 4.09% of the portfolio, ranked #7.

Connective Capital Management first reported a position in NVDA in Q4 2015 and has held it in 7 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Connective Capital Management held 29,025 shares of NVIDIA worth $5.81M as of Q2 2026.
  • Connective Capital Management bought 27,440 NVIDIA shares in Q2 2026, an estimated $5.64M.
  • NVIDIA made up 4.09% of Connective Capital Management's portfolio in Q2 2026, its #7 holding.
  • Connective Capital Management first reported a position in NVIDIA in Q4 2015 and has held it in 7 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Connective Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.