Mirabaud & Cie’s NVIDIA NVDA Stock Holding History

Mirabaud & Cie’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	$39.3M	Sell	196,469 -26,290	-12%	-$5.41M	15.78%	1
2026 Q1	$38.8M	Sell	222,759 -50,902	-19%	-$9.34M	15.81%	1
2025 Q4	$51M	Buy	273,661 +27,604	+11%	+$5.14M	16.45%	1
2025 Q3	$45.9M	Sell	246,057 -468	-0.2%	-$81.6K	14.59%	1
2025 Q2	$38.9M	Sell	246,525 -11,935	-5%	-$1.5M	12.39%	2
2025 Q1	$28M	Buy	258,460 +5,315	+2%	+$674K	9.55%	2
2024 Q4	$34M	Buy	253,145 +2,232	+0.9%	+$308K	10.91%	3
2024 Q3	$30.5M	Sell	250,913 -8,272	-3%	-$977K	8.82%	3
2024 Q2	$32M	Sell	259,185 -24,685	-9%	-$2.5M	10.83%	1
2024 Q1	$25.6M	Sell	283,870 -29,230	-9%	-$2.12M	9.04%	1
2023 Q4	$15.5M	Buy	+313,100	New	+$14.5M	5.17%	4

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

Mirabaud & Cie's NVDA Position: Q2 2026 in Review

Mirabaud & Cie reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $5.41M and leaving 196,469 shares worth $39.3M. The position accounts for 15.78% of the portfolio, ranked #1.

Mirabaud & Cie first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $51M in Q4 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Mirabaud & Cie held 196,469 shares of NVIDIA worth $39.3M as of Q2 2026.
Mirabaud & Cie sold 26,290 NVIDIA shares in Q2 2026, an estimated $5.41M.
NVIDIA made up 15.78% of Mirabaud & Cie's portfolio in Q2 2026, its #1 holding.
Mirabaud & Cie first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
Mirabaud & Cie's NVIDIA position peaked at $51M in Q4 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mirabaud & Cie's 13F filing for Q2 2026, filed 8 Jul 2026.