Miramontes Capital’s NVIDIA NVDA Stock Holding History

Miramontes 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 Q2	$9.87M	Buy	49,312 +1,461	+3%	+$300K	3.07%	8
2026 Q1	$8.35M	Buy	47,851 +1,454	+3%	+$267K	2.89%	8
2025 Q4	$8.65M	Buy	+46,397	New	+$8.64M	2.95%	9

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Miramontes Capital's NVDA Position: Q2 2026 in Review

Miramontes Capital increased its NVIDIA (NVDA) stake by 3.1% in Q2 2026, buying an estimated $300K and bringing the position to 49,312 shares worth $9.87M. The position accounts for 3.07% of the portfolio, ranked #8.

Miramontes Capital first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,985 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Miramontes Capital held 49,312 shares of NVIDIA worth $9.87M as of Q2 2026.
Miramontes Capital bought 1,461 NVIDIA shares in Q2 2026, an estimated $300K.
NVIDIA made up 3.07% of Miramontes Capital's portfolio in Q2 2026, its #8 holding.
Miramontes Capital first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,985 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Miramontes Capital's 13F filing for Q2 2026, filed 9 Sep 2026.