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Contrarius Group Holdings’s NVIDIA NVDA Stock Holding History

Contrarius Group Holdings’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 		$125M Buy
+622,243
New +$128M 5.74% 6
2026
Q1 		– Sell
-438,214
Closed -$81.7M – 51
2025
Q4 		$81.7M Sell
438,214
-4,492
-1% -$836K 3.96% 10
2025
Q3 		$82.6M Sell
442,706
-376,745
-46% -$65.7M 3.74% 11
2025
Q2 		$129M Buy
819,451
+114,689
+16% +$14.4M 7.31% 4
2025
Q1 		$76.4M Buy
+704,762
New +$89.3M 5.22% 4

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

Contrarius Group Holdings's NVDA Position: Q2 2026 in Review

Contrarius Group Holdings opened a new position in NVIDIA (NVDA) in Q2 2026: 622,243 shares worth $125M. The stake represents 5.74% of the portfolio and ranks #6 among its holdings. This is a return to the name: Contrarius Group Holdings previously reported a position in NVDA as recently as Q4 2025.

Contrarius Group Holdings first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $129M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Contrarius Group Holdings held 622,243 shares of NVIDIA worth $125M as of Q2 2026.
  • NVIDIA was a new Contrarius Group Holdings position in Q2 2026.
  • NVIDIA made up 5.74% of Contrarius Group Holdings's portfolio in Q2 2026, its #6 holding.
  • Contrarius Group Holdings first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • Contrarius Group Holdings's NVIDIA position peaked at $129M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.