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Knightsbridge Asset Management’s NVIDIA NVDA Stock Holding History

Knightsbridge Asset Management’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
Q1 		$10.9M Buy
62,752
+44,726
+248% +$8.21M 1.47% 15
2025
Q4 		$3.36M Buy
18,026
+3,206
+22% +$597K 0.54% 44
2025
Q3 		$2.77M Buy
14,820
+1,112
+8% +$194K 0.47% 49
2025
Q2 		$2.17M Buy
13,708
+2,384
+21% +$300K 0.48% 46
2025
Q1 		$1.23M Buy
11,324
+4,706
+71% +$596K 0.31% 57
2024
Q4 		$889K Buy
6,618
+599
+10% +$82.6K 0.21% 68
2024
Q3 		$731K Buy
6,019
+2,009
+50% +$237K 0.16% 66
2024
Q2 		$495K Sell
4,010
-2,830
-41% -$286K 0.12% 84
2024
Q1 		$339K Hold
6,840
– – 0.1% 92
2023
Q4 		$339K Buy
+6,840
New +$317K 0.1% 92

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Knightsbridge Asset Management's NVDA Position: Q1 2026 in Review

Knightsbridge Asset Management increased its NVIDIA (NVDA) stake by 248% in Q1 2026, buying an estimated $8.21M and bringing the position to 62,752 shares worth $10.9M. The position accounts for 1.47% of the portfolio, ranked #15.

Knightsbridge Asset Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Knightsbridge Asset Management held 62,752 shares of NVIDIA worth $10.9M as of Q1 2026.
  • Knightsbridge Asset Management bought 44,726 NVIDIA shares in Q1 2026, an estimated $8.21M.
  • NVIDIA made up 1.47% of Knightsbridge Asset Management's portfolio in Q1 2026, its #15 holding.
  • Knightsbridge Asset Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.