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Ninety One’s NVIDIA NVDA Stock Holding History

Ninety One’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 		$65.1M Buy
327,559
+19,163
+6% +$3.94M 3.52% 3
2026
Q1 		$53.2M Buy
308,396
+13,711
+5% +$2.52M 2.28% 4
2025
Q4 		$55M Buy
294,685
+2,982
+1% +$555K 2.37% 5
2025
Q3 		$54.5M Buy
291,703
+163,098
+127% +$28.4M 2.46% 4
2025
Q2 		$20.3M Buy
128,605
+28,857
+29% +$3.63M 3.34% 9
2025
Q1 		$10.8M Sell
99,748
-39,153
-28% -$4.96M 2% 15
2024
Q4 		$18.7M Buy
138,901
+22,760
+20% +$3.14M 4.11% 6
2024
Q3 		$14.1M Sell
116,141
-57,723
-33% -$6.82M 3.08% 8
2024
Q2 		$21.7M Sell
173,864
-9,906
-5% -$1M 3.36% 7
2024
Q1 		$16.6M Buy
183,770
+171,760
+1,430% +$12.4M 2.39% 12
2023
Q4 		$595K Buy
+12,010
New +$557K 0.09% 61
2022
Q3 		– Sell
-280,380
Closed -$4.23M – 95
2022
Q2 		$4.23M Buy
280,380
+104,880
+60% +$1.98M 1.5% 13
2022
Q1 		$4.93M Buy
175,500
+39,420
+29% +$989K 1.38% 12
2021
Q4 		$4.04M Buy
+136,080
New +$3.74M 1.18% 22

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One's NVDA Position: Q2 2026 in Review

Ninety One increased its NVIDIA (NVDA) stake by 6.2% in Q2 2026, buying an estimated $3.94M and bringing the position to 327,559 shares worth $65.1M. The position accounts for 3.52% of the portfolio, ranked #3.

Ninety One first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. 2,878 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ninety One held 327,559 shares of NVIDIA worth $65.1M as of Q2 2026.
  • Ninety One bought 19,163 NVIDIA shares in Q2 2026, an estimated $3.94M.
  • NVIDIA made up 3.52% of Ninety One's portfolio in Q2 2026, its #3 holding.
  • Ninety One first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • 2,878 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.