Genoa Capital Gestora de Recursos’s NVIDIA NVDA Stock Holding History

Genoa Capital Gestora de Recursos’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	$23M	Buy	115,194 +2,726	+2%	+$560K	4.18%	5
2026 Q1	$19.6M	Sell	112,468 -74,991	-40%	-$13.8M	15.11%	3
2025 Q4	$35M	Buy	+187,459	New	+$34.9M	15.98%	1
2023 Q3	$516K	Buy	+11,860	New	+$531K	0.7%	16
2023 Q2	–	Sell	-274,080	Closed	-$9.1M	–	16
2023 Q1	$7.61M	Buy	+274,080	New	+$5.93M	22.32%	2
2022 Q3	–	Sell	-471,000	Closed	-$7.14M	–	11
2022 Q2	$7.14M	Buy	471,000 +312,130	+196%	+$5.89M	10.83%	3
2022 Q1	$4.33M	Buy	+158,870	New	+$3.98M	6.82%	4

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Genoa Capital Gestora de Recursos's NVDA Position: Q2 2026 in Review

Genoa Capital Gestora de Recursos increased its NVIDIA (NVDA) stake by 2.4% in Q2 2026, buying an estimated $560K and bringing the position to 115,194 shares worth $23M. The position accounts for 4.18% of the portfolio, ranked #5.

Genoa Capital Gestora de Recursos first reported a position in NVDA in Q1 2022 and has held it in 7 quarters since. The position peaked at $35M in Q4 2025. 2,826 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Genoa Capital Gestora de Recursos held 115,194 shares of NVIDIA worth $23M as of Q2 2026.
Genoa Capital Gestora de Recursos bought 2,726 NVIDIA shares in Q2 2026, an estimated $560K.
NVIDIA made up 4.18% of Genoa Capital Gestora de Recursos's portfolio in Q2 2026, its #5 holding.
Genoa Capital Gestora de Recursos first reported a position in NVIDIA in Q1 2022 and has held it in 7 quarters since.
Genoa Capital Gestora de Recursos's NVIDIA position peaked at $35M in Q4 2025.
2,826 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Genoa Capital Gestora de Recursos's 13F filing for Q2 2026, filed 24 Jul 2026.