MHC
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May Hill Capital’s NVIDIA NVDA Stock Holding History

May Hill Capital’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 		$7.5M Buy
43,029
+3,673
+9% +$674K 1.88% 12
2025
Q4 		$7.34M Buy
39,356
+1,253
+3% +$233K 1.98% 12
2025
Q3 		$7.11M Buy
38,103
+2,558
+7% +$446K 2.08% 11
2025
Q2 		$5.62M Buy
35,545
+4,021
+13% +$506K 1.85% 13
2025
Q1 		$3.42M Buy
31,524
+1,865
+6% +$236K 1.29% 16
2024
Q4 		$3.98M Buy
+29,659
New +$4.09M 1.54% 14

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

May Hill Capital's NVDA Position: Q1 2026 in Review

May Hill Capital increased its NVIDIA (NVDA) stake by 9.3% in Q1 2026, buying an estimated $674K and bringing the position to 43,029 shares worth $7.5M. The position accounts for 1.88% of the portfolio, ranked #12.

May Hill Capital first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • May Hill Capital held 43,029 shares of NVIDIA worth $7.5M as of Q1 2026.
  • May Hill Capital bought 3,673 NVIDIA shares in Q1 2026, an estimated $674K.
  • NVIDIA made up 1.88% of May Hill Capital's portfolio in Q1 2026, its #12 holding.
  • May Hill Capital first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.