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Mar Vista Investment Partners’s NVIDIA NVDA Stock Holding History

Mar Vista Investment 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
Q1 		$62.8M Buy
360,092
+44,370
+14% +$8.14M 6.28% 2
2025
Q4 		$58.9M Buy
315,722
+24,142
+8% +$4.49M 5.4% 4
2025
Q3 		$54.4M Buy
291,580
+59,985
+26% +$10.5M 4.73% 6
2025
Q2 		$36.6M Buy
231,595
+45,536
+24% +$5.73M 2.8% 16
2025
Q1 		$20.2M Buy
+186,059
New +$23.6M 1.66% 30

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

Mar Vista Investment Partners's NVDA Position: Q1 2026 in Review

Mar Vista Investment Partners increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $8.14M and bringing the position to 360,092 shares worth $62.8M. The position accounts for 6.28% of the portfolio, ranked #2.

Mar Vista Investment Partners first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mar Vista Investment Partners held 360,092 shares of NVIDIA worth $62.8M as of Q1 2026.
  • Mar Vista Investment Partners bought 44,370 NVIDIA shares in Q1 2026, an estimated $8.14M.
  • NVIDIA made up 6.28% of Mar Vista Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Mar Vista Investment Partners first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mar Vista Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.