Palestra Capital Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-261,777
Closed -$35.2M 33
2024
Q4
$35.2M Sell
261,777
-77,225
-23% -$10.4M 0.96% 30
2024
Q3
$41.2M Buy
339,002
+60,790
+22% +$7.38M 1.36% 26
2024
Q2
$34.4M Buy
278,212
+111,712
+67% +$13.8M 1.36% 24
2024
Q1
$15M Buy
+166,500
New +$15M 0.56% 29
2023
Q4
Sell
-974,290
Closed -$42.4M 26
2023
Q3
$42.4M Sell
974,290
-185,510
-16% -$8.07M 2.24% 19
2023
Q2
$49.1M Buy
+1,159,800
New +$49.1M 2.42% 24