J.L. Bainbridge & Co’s NVIDIA NVDA Stock Holding History

J.L. Bainbridge & Co’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	$39.7M	Buy	198,236 +50,055	+34%	+$10.3M	3.12%	13
2026 Q1	$25.8M	Buy	148,181 +130,849	+755%	+$24M	2.3%	16
2025 Q4	$3.23M	Sell	17,332 -1,329	-7%	-$247K	0.26%	29
2025 Q3	$3.48M	Sell	18,661 -682	-4%	-$119K	0.29%	29
2025 Q2	$3.06M	Buy	19,343 +4,009	+26%	+$505K	0.28%	30
2025 Q1	$1.66M	Buy	15,334 +6,444	+72%	+$817K	0.17%	35
2024 Q4	$1.19M	Buy	8,890 +624	+8%	+$86K	0.11%	40
2024 Q3	$1M	Sell	8,266 -473	-5%	-$55.9K	0.1%	39
2024 Q2	$1.08M	Buy	8,739 +609	+7%	+$61.6K	0.11%	38
2024 Q1	$735K	Buy	8,130 +3,720	+84%	+$270K	0.08%	37
2023 Q4	$218K	Sell	4,410 -300	-6%	-$13.9K	0.03%	76
2023 Q3	$205K	Buy	+4,710	New	+$211K	0.03%	72
2018 Q4	–	Sell	-32,680	Closed	-$230K	–	76
2018 Q3	$230K	Buy	+32,680	New	+$213K	0.03%	64

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

J.L. Bainbridge & Co's NVDA Position: Q2 2026 in Review

J.L. Bainbridge & Co increased its NVIDIA (NVDA) stake by 34% in Q2 2026, buying an estimated $10.3M and bringing the position to 198,236 shares worth $39.7M. The position accounts for 3.12% of the portfolio, ranked #13.

J.L. Bainbridge & Co first reported a position in NVDA in Q3 2018 and has held it in 13 quarters since. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

J.L. Bainbridge & Co held 198,236 shares of NVIDIA worth $39.7M as of Q2 2026.
J.L. Bainbridge & Co bought 50,055 NVIDIA shares in Q2 2026, an estimated $10.3M.
NVIDIA made up 3.12% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #13 holding.
J.L. Bainbridge & Co first reported a position in NVIDIA in Q3 2018 and has held it in 13 quarters since.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.