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Savoie Capital’s NVIDIA NVDA Stock Holding History

Savoie 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
2025
Q2 		$217M Sell
1,374,900
-65,040
-5% -$8.18M 27% 1
2025
Q1 		$193M Hold
1,439,940
– – 23.04% 1
2024
Q4 		$193M Hold
1,439,940
– – 23.04% 1
2024
Q3 		$175M Buy
1,439,940
+40
+0% +$4.72K 21.37% 1
2024
Q2 		$178M Buy
1,439,900
+9,990
+0.7% +$1.01M 23.04% 1
2024
Q1 		$129M Buy
1,429,910
+1,105,970
+341% +$80.2M 18% 1
2023
Q4 		$16M Sell
323,940
-916,420
-74% -$42.5M 3.66% 9
2023
Q3 		$54M Buy
+1,240,360
New +$55.6M 14.13% 1

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savoie Capital's NVDA Position: Q2 2025 in Review

Savoie Capital reduced its NVIDIA (NVDA) stake by 4.5% in Q2 2025, selling an estimated $8.18M and leaving 1,374,900 shares worth $217M. The position accounts for 27% of the portfolio, ranked #1.

Savoie Capital first reported a position in NVDA in Q3 2023 and has held it in 8 quarters since. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Savoie Capital held 1,374,900 shares of NVIDIA worth $217M as of Q2 2025.
  • Savoie Capital sold 65,040 NVIDIA shares in Q2 2025, an estimated $8.18M.
  • NVIDIA made up 27% of Savoie Capital's portfolio in Q2 2025, its #1 holding.
  • Savoie Capital first reported a position in NVIDIA in Q3 2023 and has held it in 8 quarters since.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.