Point Nemo Capital’s NVIDIA NVDA Stock Holding History

Point Nemo 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	$2.01M	Buy	10,065 +487	+5%	+$100K	1.02%	22
2026 Q1	$1.67M	Buy	9,578 +3,334	+53%	+$612K	1.1%	19
2025 Q4	$1.16M	Buy	+6,244	New	+$1.16M	1.15%	18

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Point Nemo Capital's NVDA Position: Q2 2026 in Review

Point Nemo Capital increased its NVIDIA (NVDA) stake by 5.1% in Q2 2026, buying an estimated $100K and bringing the position to 10,065 shares worth $2.01M. The position accounts for 1.02% of the portfolio, ranked #22.

Point Nemo Capital first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,714 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Point Nemo Capital held 10,065 shares of NVIDIA worth $2.01M as of Q2 2026.
Point Nemo Capital bought 487 NVIDIA shares in Q2 2026, an estimated $100K.
NVIDIA made up 1.02% of Point Nemo Capital's portfolio in Q2 2026, its #22 holding.
Point Nemo Capital first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,714 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Point Nemo Capital's 13F filing for Q2 2026, filed 7 Aug 2026.