First Manhattan’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $444M | Buy |
2,542,978
+510,332
| +25% | +$93.6M | 1.23% | 21 |
|
|
2025
Q4 | $379M | Buy |
2,032,646
+11,793
| +0.6% | +$2.2M | 1% | 21 |
|
|
2025
Q3 | $377M | Buy |
2,020,853
+54,497
| +3% | +$9.5M | 1% | 21 |
|
|
2025
Q2 | $311M | Buy |
1,966,356
+131,897
| +7% | +$16.6M | 0.88% | 25 |
|
|
2025
Q1 | $199M | Buy |
1,834,459
+187,432
| +11% | +$23.8M | 0.58% | 32 |
|
|
2024
Q4 | $222M | Buy |
1,647,027
+345,528
| +27% | +$47.6M | 0.65% | 31 |
|
|
2024
Q3 | $158M | Buy |
1,301,499
+808,999
| +164% | +$95.6M | 0.47% | 39 |
|
|
2024
Q2 | $60.8M | Buy |
492,500
+2,650
| +0.5% | +$268K | 0.2% | 59 |
|
|
2024
Q1 | $44.3M | Buy |
489,850
+38,070
| +8% | +$2.76M | 0.14% | 66 |
|
|
2023
Q4 | $22.4M | Buy |
451,780
+278,510
| +161% | +$12.9M | 0.08% | 93 |
|
|
2023
Q3 | $7.54M | Buy |
173,270
+1,060
| +0.6% | +$47.5K | 0.03% | 174 |
|
|
2023
Q2 | $7.28M | Buy |
172,210
+3,550
| +2% | +$118K | 0.03% | 174 |
|
|
2023
Q1 | $4.68M | Buy |
168,660
+4,390
| +3% | +$95K | 0.02% | 226 |
|
|
2022
Q4 | $2.4M | Buy |
164,270
+13,400
| +9% | +$197K | 0.01% | 312 |
|
|
2022
Q3 | $1.83M | Buy |
150,870
+900
| +0.6% | +$14.2K | 0.01% | 330 |
|
|
2022
Q2 | $2.27M | Sell |
149,970
-17,060
| -10% | -$322K | 0.01% | 315 |
|
|
2022
Q1 | $4.56M | Sell |
167,030
-21,250
| -11% | -$533K | 0.01% | 257 |
|
|
2021
Q4 | $5.54M | Sell |
188,280
-21,800
| -10% | -$600K | 0.02% | 229 |
|
|
2021
Q3 | $4.35M | Sell |
210,080
-5,000
| -2% | -$104K | 0.02% | 236 |
|
|
2021
Q2 | $4.3M | Sell |
215,080
-18,000
| -8% | -$289K | 0.02% | 245 |
|
|
2021
Q1 | $3.11M | Buy |
233,080
+24,840
| +12% | +$334K | 0.01% | 278 |
|
|
2020
Q4 | $2.72M | Buy |
208,240
+2,600
| +1% | +$34.8K | 0.01% | 285 |
|
|
2020
Q3 | $2.78M | Buy |
205,640
+31,200
| +18% | +$363K | 0.01% | 267 |
|
|
2020
Q2 | $1.66M | Sell |
174,440
-49,680
| -22% | -$402K | 0.01% | 334 |
|
|
2020
Q1 | $1.48M | Sell |
224,120
-62,400
| -22% | -$394K | 0.01% | 331 |
|
|
2019
Q4 | $1.69M | Buy |
286,520
+230,240
| +409% | +$1.2M | 0.01% | 348 |
|
|
2019
Q3 | $244K | Hold |
56,280
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $231K | Hold |
56,280
| – | – | ﹤0.01% | 677 |
|
|
2019
Q1 | $252K | Buy |
56,280
+38,560
| +218% | +$150K | ﹤0.01% | 669 |
|
|
2018
Q4 | $59K | Sell |
17,720
-10,000
| -36% | -$47.8K | ﹤0.01% | 896 |
|
|
2018
Q3 | $194K | Hold |
27,720
| – | – | ﹤0.01% | 729 |
|
|
2018
Q2 | $164K | Buy |
27,720
+12,000
| +76% | +$72.9K | ﹤0.01% | 731 |
|
|
2018
Q1 | $91K | Buy |
15,720
+3,000
| +24% | +$17.6K | ﹤0.01% | 825 |
|
|
2017
Q4 | $61K | Buy |
12,720
+3,080
| +32% | +$15.3K | ﹤0.01% | 957 |
|
|
2017
Q3 | $43K | Buy |
9,640
+2,000
| +26% | +$8.31K | ﹤0.01% | 987 |
|
|
2017
Q2 | $27K | Hold |
7,640
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q1 | $20K | Buy |
7,640
+320
| +4% | +$852 | ﹤0.01% | 1099 |
|
|
2016
Q4 | $19K | Hold |
7,320
| – | – | ﹤0.01% | 1078 |
|
|
2016
Q3 | $12K | Hold |
7,320
| – | – | ﹤0.01% | 1162 |
|
|
2016
Q2 | $8K | Hold |
7,320
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q1 | $6K | Hold |
7,320
| – | – | ﹤0.01% | 1228 |
|
|
2015
Q4 | $6K | Hold |
7,320
| – | – | ﹤0.01% | 1241 |
|
|
2015
Q3 | $4K | Hold |
7,320
| – | – | ﹤0.01% | 1283 |
|
|
2015
Q2 | $3K | Buy |
+7,320
| New | +$3.97K | ﹤0.01% | 1346 |
|
Other funds holding NVDA
VCM
VPM
First Manhattan's NVDA Position: Q1 2026 in Review
First Manhattan increased its NVIDIA (NVDA) stake by 25% in Q1 2026, buying an estimated $93.6M and bringing the position to 2,542,978 shares worth $444M. The position accounts for 1.23% of the portfolio, ranked #21.
First Manhattan first reported a position in NVDA in Q2 2015 and has held it in 44 quarters since. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- First Manhattan held 2,542,978 shares of NVIDIA worth $444M as of Q1 2026.
- First Manhattan bought 510,332 NVIDIA shares in Q1 2026, an estimated $93.6M.
- NVIDIA made up 1.23% of First Manhattan's portfolio in Q1 2026, its #21 holding.
- First Manhattan first reported a position in NVIDIA in Q2 2015 and has held it in 44 quarters since.
- 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.