Light Street Capital Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.7M Buy
352,582
+30,867
+10% +$4.88M 11.38% 2
2025
Q1
$34.9M Sell
321,715
-97,595
-23% -$10.6M 9.74% 2
2024
Q4
$56.3M Sell
419,310
-154,380
-27% -$20.7M 10.34% 2
2024
Q3
$69.7M Sell
573,690
-2,508
-0.4% -$305K 16.49% 1
2024
Q2
$71.2M Sell
576,198
-203,802
-26% -$25.2M 16.35% 1
2024
Q1
$70.5M Sell
780,000
-210,000
-21% -$19M 17.04% 1
2023
Q4
$49M Sell
990,000
-95,000
-9% -$4.7M 14.68% 1
2023
Q3
$47.2M Buy
1,085,000
+88,080
+9% +$3.83M 13.89% 1
2023
Q2
$42.2M Sell
996,920
-292,000
-23% -$12.4M 11.18% 1
2023
Q1
$35.8M Buy
1,288,920
+218,370
+20% +$6.07M 8.73% 2
2022
Q4
$15.6M Buy
+1,070,550
New +$15.6M 5.83% 9
2022
Q1
Sell
-769,700
Closed -$22.6M 48
2021
Q4
$22.6M Buy
769,700
+290,800
+61% +$8.55M 1.35% 28
2021
Q3
$9.92M Sell
478,900
-1,753,700
-79% -$36.3M 0.5% 40
2021
Q2
$44.7M Sell
2,232,600
-2,683,400
-55% -$53.7M 1.94% 22
2021
Q1
$65.6M Buy
+4,916,000
New +$65.6M 3.51% 8
2018
Q4
Sell
-1,840,280
Closed -$12.9M 30
2018
Q3
$12.9M Sell
1,840,280
-7,947,720
-81% -$55.8M 0.88% 19
2018
Q2
$58M Sell
9,788,000
-2,484,680
-20% -$14.7M 4.06% 8
2018
Q1
$71.1M Buy
+12,272,680
New +$71.1M 5.84% 5