Hudson Value Partners’s NVIDIA NVDA Stock Holding History

Hudson Value Partners’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	$9.81M	Buy	49,009 +4,579	+10%	+$941K	2.46%	11
2026 Q1	$7.75M	Sell	44,430 -10,282	-19%	-$1.89M	2.31%	10
2025 Q4	$9.15M	Buy	54,712 +3,493	+7%	+$650K	2.72%	6
2025 Q3	$9.56M	Buy	51,219 +1,250	+3%	+$218K	2.96%	5
2025 Q2	$7.89M	Buy	49,969 +4,016	+9%	+$505K	2.72%	7
2025 Q1	$4.98M	Sell	45,953 -4,705	-9%	-$596K	1.87%	17
2024 Q4	$6.8M	Buy	50,658 +11,900	+31%	+$1.64M	2.53%	9
2024 Q3	$4.71M	Buy	38,758 +4,083	+12%	+$482K	1.83%	23
2024 Q2	$4.28M	Sell	34,675 -1,985	-5%	-$201K	1.81%	20
2024 Q1	$3.31M	Buy	36,660 +1,400	+4%	+$101K	1.41%	27
2023 Q4	$1.75M	Buy	35,260 +680	+2%	+$31.5K	0.81%	39
2023 Q3	$1.5M	Sell	34,580 -1,290	-4%	-$57.8K	0.79%	36
2023 Q2	$1.52M	Buy	35,870 +12,260	+52%	+$407K	0.78%	37
2023 Q1	$656K	Buy	+23,610	New	+$511K	0.37%	67

Other funds holding NVDA

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hudson Value Partners's NVDA Position: Q2 2026 in Review

Hudson Value Partners increased its NVIDIA (NVDA) stake by 10% in Q2 2026, buying an estimated $941K and bringing the position to 49,009 shares worth $9.81M. The position accounts for 2.46% of the portfolio, ranked #11.

Hudson Value Partners first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. 2,606 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Hudson Value Partners held 49,009 shares of NVIDIA worth $9.81M as of Q2 2026.
Hudson Value Partners bought 4,579 NVIDIA shares in Q2 2026, an estimated $941K.
NVIDIA made up 2.46% of Hudson Value Partners's portfolio in Q2 2026, its #11 holding.
Hudson Value Partners first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
2,606 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.