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Glen Kacher’s NVIDIA NVDA Stock Holding History

Glen Kacher’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 		$27.4M Sell
136,720
-135,494
-50% -$27.9M 3.03% 14
2026
Q1 		$47.5M Sell
272,214
-67,786
-20% -$12.4M 8.89% 2
2025
Q4 		$63.4M Buy
340,000
+63,325
+23% +$11.8M 9.76% 3
2025
Q3 		$51.6M Sell
276,675
-75,907
-22% -$13.2M 8.68% 2
2025
Q2 		$55.7M Buy
352,582
+30,867
+10% +$3.88M 11.38% 2
2025
Q1 		$34.9M Sell
321,715
-97,595
-23% -$12.4M 9.74% 3
2024
Q4 		$56.3M Sell
419,310
-154,380
-27% -$21.3M 10.34% 3
2024
Q3 		$69.7M Sell
573,690
-2,508
-0.4% -$296K 16.49% 1
2024
Q2 		$71.2M Sell
576,198
-203,802
-26% -$20.6M 16.35% 1
2024
Q1 		$70.5M Sell
780,000
-210,000
-21% -$15.2M 17.04% 1
2023
Q4 		$49M Sell
990,000
-95,000
-9% -$4.4M 14.68% 1
2023
Q3 		$47.2M Buy
1,085,000
+88,080
+9% +$3.95M 13.89% 1
2023
Q2 		$42.2M Sell
996,920
-292,000
-23% -$9.69M 11.18% 1
2023
Q1 		$35.8M Buy
1,288,920
+218,370
+20% +$4.73M 8.73% 2
2022
Q4 		$15.6M Buy
+1,070,550
New +$15.7M 5.83% 9
2022
Q1 		– Sell
-769,700
Closed -$22.6M – 49
2021
Q4 		$22.6M Buy
769,700
+290,800
+61% +$8M 1.35% 28
2021
Q3 		$9.92M Sell
478,900
-1,753,700
-79% -$36.4M 0.5% 40
2021
Q2 		$44.7M Sell
2,232,600
-2,683,400
-55% -$43M 1.94% 22
2021
Q1 		$65.6M Buy
+4,916,000
New +$66.1M 3.51% 8
2018
Q4 		– Sell
-1,840,280
Closed -$12.9M – 31
2018
Q3 		$12.9M Sell
1,840,280
-7,947,720
-81% -$51.7M 0.88% 20
2018
Q2 		$58M Sell
9,788,000
-2,484,680
-20% -$15.1M 4.06% 9
2018
Q1 		$71.1M Buy
+12,272,680
New +$72.1M 5.84% 6

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

Glen Kacher's NVDA Position: Q2 2026 in Review

Glen Kacher reduced its NVIDIA (NVDA) stake by 50% in Q2 2026, selling an estimated $27.9M and leaving 136,720 shares worth $27.4M. The position accounts for 3.03% of the portfolio, ranked #14.

Glen Kacher first reported a position in NVDA in Q1 2018 and has held it in 22 quarters since. The position peaked at $71.2M in Q2 2024. 5,937 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Glen Kacher held 136,720 shares of NVIDIA worth $27.4M as of Q2 2026.
  • Glen Kacher sold 135,494 NVIDIA shares in Q2 2026, an estimated $27.9M.
  • NVIDIA made up 3.03% of Glen Kacher's portfolio in Q2 2026, its #14 holding.
  • Glen Kacher first reported a position in NVIDIA in Q1 2018 and has held it in 22 quarters since.
  • Glen Kacher's NVIDIA position peaked at $71.2M in Q2 2024.
  • 5,937 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.