Otter Creek Advisors’s NVIDIA NVDA Stock Holding History

Otter Creek Advisors’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
2025 Q3	–	Sell	-50,000	Closed	-$7.9M	–	40
2025 Q2	$7.9M	Buy	+50,000	New	+$6.29M	5.6%	1
2023 Q2	–	Sell	-125,000	Closed	-$3.47M	–	49
2023 Q1	$3.47M	Sell	125,000 -175,000	-58%	-$3.79M	2.49%	12
2022 Q4	$4.38M	Buy	+300,000	New	+$4.4M	2.87%	12
2022 Q3	–	Sell	-150,000	Closed	-$2.27M	–	54
2022 Q2	$2.27M	Sell	150,000 -230,000	-61%	-$4.34M	1.52%	32
2022 Q1	$10.4M	Buy	380,000 +250,000	+192%	+$6.27M	4.19%	4
2021 Q4	$3.82M	Buy	+130,000	New	+$3.58M	2.47%	21
2019 Q3	–	Sell	-740,000	Closed	-$3.04M	–	63
2019 Q2	$3.04M	Sell	740,000 -388,000	-34%	-$1.61M	1.18%	42
2019 Q1	$5.06M	Buy	1,128,000 +772,000	+217%	+$3M	1.54%	23
2018 Q4	$1.19M	Sell	356,000 -1,640,000	-82%	-$7.85M	0.43%	65
2018 Q3	$14M	Buy	1,996,000 +612,000	+44%	+$3.98M	3.49%	2
2018 Q2	$8.2M	Sell	1,384,000 -340,000	-20%	-$2.07M	1.73%	22
2018 Q1	$9.98M	Buy	1,724,000 +236,000	+16%	+$1.39M	2.11%	12
2017 Q4	$7.2M	Buy	1,488,000 +24,000	+2%	+$119K	1.03%	48
2017 Q3	$6.54M	Buy	1,464,000 +332,000	+29%	+$1.38M	0.85%	56
2017 Q2	$4.09M	Buy	+1,132,000	New	+$3.6M	0.58%	66

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return