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FengHe Fund Management’s NVIDIA NVDA Stock Holding History

FengHe Fund 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 		$6.74M Buy
33,700
+2,500
+8% +$514K 0.64% 15
2026
Q1 		$5.44M Buy
31,200
+4,100
+15% +$752K 0.75% 25
2025
Q4 		$5.05M Sell
27,100
-195,400
-88% -$36.4M 0.28% 33
2025
Q3 		$41.5M Buy
222,500
+67,000
+43% +$11.7M 3.79% 9
2025
Q2 		$24.6M Buy
155,500
+27,900
+22% +$3.51M 4.03% 10
2025
Q1 		$13.8M Buy
127,600
+69,715
+120% +$8.84M 5.18% 5
2024
Q4 		$7.77M Sell
57,885
-122,600
-68% -$16.9M 2.29% 9
2024
Q3 		$21.9M Sell
180,485
-432,915
-71% -$51.1M 6.48% 5
2024
Q2 		$75.8M Buy
613,400
+187,400
+44% +$18.9M 10.57% 3
2024
Q1 		$38.5M Buy
426,000
+73,000
+21% +$5.29M 4.85% 8
2023
Q4 		$17.5M Sell
353,000
-3,379,000
-91% -$157M 3.07% 11
2023
Q3 		$162M Buy
3,732,000
+443,000
+13% +$19.8M 38.56% 1
2023
Q2 		$139M Buy
+3,289,000
New +$109M 27.51% 1
2022
Q2 		– Sell
-103,000
Closed -$2.81M – 19
2022
Q1 		$2.81M Buy
103,000
+13,000
+14% +$326K 1.03% 14
2021
Q4 		$2.65M Buy
+90,000
New +$2.48M 1.84% 9

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

FengHe Fund Management's NVDA Position: Q2 2026 in Review

FengHe Fund Management increased its NVIDIA (NVDA) stake by 8% in Q2 2026, buying an estimated $514K and bringing the position to 33,700 shares worth $6.74M. The position accounts for 0.64% of the portfolio, ranked #15.

FengHe Fund Management first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $162M in Q3 2023. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • FengHe Fund Management held 33,700 shares of NVIDIA worth $6.74M as of Q2 2026.
  • FengHe Fund Management bought 2,500 NVIDIA shares in Q2 2026, an estimated $514K.
  • NVIDIA made up 0.64% of FengHe Fund Management's portfolio in Q2 2026, its #15 holding.
  • FengHe Fund Management first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • FengHe Fund Management's NVIDIA position peaked at $162M in Q3 2023.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.