NS Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $208M | Buy |
1,194,585
+21,214
| +2% | +$3.89M | 9.33% | 1 |
|
|
2025
Q4 | $219M | Sell |
1,173,371
-274,515
| -19% | -$51.1M | 8.57% | 2 |
|
|
2025
Q3 | $270M | Sell |
1,447,886
-51,038
| -3% | -$8.9M | 10.45% | 1 |
|
|
2025
Q2 | $237M | Sell |
1,498,924
-31,708
| -2% | -$3.99M | 9.67% | 2 |
|
|
2025
Q1 | $166M | Buy |
1,530,632
+23,019
| +2% | +$2.92M | 7.29% | 2 |
|
|
2024
Q4 | $202M | Sell |
1,507,613
-18,980
| -1% | -$2.62M | 8.37% | 2 |
|
|
2024
Q3 | $185M | Buy |
1,526,593
+5,129
| +0.3% | +$606K | 7.82% | 2 |
|
|
2024
Q2 | $188M | Sell |
1,521,464
-116,656
| -7% | -$11.8M | 8.52% | 2 |
|
|
2024
Q1 | $148M | Sell |
1,638,120
-4,200
| -0.3% | -$304K | 6.82% | 2 |
|
|
2023
Q4 | $81.3M | Buy |
1,642,320
+1,690
| +0.1% | +$78.3K | 3.95% | 4 |
|
|
2023
Q3 | $71.4M | Sell |
1,640,630
-17,630
| -1% | -$790K | 3.84% | 4 |
|
|
2023
Q2 | $70.1M | Sell |
1,658,260
-10,290
| -0.6% | -$342K | 3.69% | 4 |
|
|
2023
Q1 | $46.3M | Sell |
1,668,550
-1,030
| -0.1% | -$22.3K | 2.61% | 5 |
|
|
2022
Q4 | $24.4M | Buy |
1,669,580
+8,130
| +0.5% | +$119K | 1.47% | 22 |
|
|
2022
Q3 | $20.2M | Buy |
1,661,450
+65,120
| +4% | +$1.03M | 1.31% | 26 |
|
|
2022
Q2 | $24.2M | Buy |
1,596,330
+15,710
| +1% | +$297K | 1.47% | 23 |
|
|
2022
Q1 | $43.1M | Sell |
1,580,620
-66,600
| -4% | -$1.67M | 2.3% | 7 |
|
|
2021
Q4 | $48.4M | Buy |
1,647,220
+8,980
| +0.5% | +$247K | 2.27% | 9 |
|
|
2021
Q3 | $33.9M | Buy |
1,638,240
+16,600
| +1% | +$345K | 1.73% | 18 |
|
|
2021
Q2 | $32.4M | Buy |
1,621,640
+5,080
| +0.3% | +$81.4K | 1.71% | 18 |
|
|
2021
Q1 | $21.6M | Buy |
1,616,560
+258,040
| +19% | +$3.47M | 1.25% | 28 |
|
|
2020
Q4 | $17.7M | Buy |
1,358,520
+7,360
| +0.5% | +$98.5K | 1.04% | 41 |
|
|
2020
Q3 | $18.3M | Buy |
1,351,160
+51,520
| +4% | +$599K | 1.2% | 35 |
|
|
2020
Q2 | $12.3M | Buy |
1,299,640
+960
| +0.1% | +$7.77K | 0.91% | 46 |
|
|
2020
Q1 | $8.56M | Buy |
1,298,680
+36,960
| +3% | +$233K | 0.8% | 48 |
|
|
2019
Q4 | $7.42M | Buy |
1,261,720
+960
| +0.1% | +$4.99K | 0.59% | 59 |
|
|
2019
Q3 | $5.49M | Buy |
1,260,760
+15,760
| +1% | +$66.3K | 0.49% | 62 |
|
|
2019
Q2 | $5.11M | Sell |
1,245,000
-264,760
| -18% | -$1.1M | 0.47% | 64 |
|
|
2019
Q1 | $6.78M | Hold |
1,509,760
| – | – | 0.63% | 58 |
|
|
2018
Q4 | $5.04M | Sell |
1,509,760
-2,800
| -0.2% | -$13.4K | 0.54% | 65 |
|
|
2018
Q3 | $10.6M | Buy |
1,512,560
+762,560
| +102% | +$4.96M | 1.02% | 41 |
|
|
2018
Q2 | $4.44M | Buy |
+750,000
| New | +$4.56M | 0.46% | 77 |
|
Other funds holding NVDA
VCM
VPM
NS Partners's NVDA Position: Q1 2026 in Review
NS Partners increased its NVIDIA (NVDA) stake by 1.8% in Q1 2026, buying an estimated $3.89M and bringing the position to 1,194,585 shares worth $208M. The position accounts for 9.33% of the portfolio, ranked #1.
NS Partners first reported a position in NVDA in Q2 2018 and has held it in 32 quarters since. The position peaked at $270M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- NS Partners held 1,194,585 shares of NVIDIA worth $208M as of Q1 2026.
- NS Partners bought 21,214 NVIDIA shares in Q1 2026, an estimated $3.89M.
- NVIDIA made up 9.33% of NS Partners's portfolio in Q1 2026, its #1 holding.
- NS Partners first reported a position in NVIDIA in Q2 2018 and has held it in 32 quarters since.
- NS Partners's NVIDIA position peaked at $270M in Q3 2025.
- 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.