Scharf Investments’s NVIDIA NVDA Stock Holding History

Scharf Investments’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	$41.3M	Buy	206,500 +182,533	+762%	+$37.5M	1.36%	32
2026 Q1	$4.18M	Sell	23,967 -9,918	-29%	-$1.82M	0.13%	39
2025 Q4	$6.32M	Sell	33,885 -3,888	-10%	-$724K	0.17%	38
2025 Q3	$7.05M	Sell	37,773 -7,884	-17%	-$1.37M	0.18%	39
2025 Q2	$7.21M	Buy	45,657 +3,377	+8%	+$425K	0.21%	32
2025 Q1	$4.58M	Sell	42,280 -659	-2%	-$83.5K	0.14%	30
2024 Q4	$5.77M	Buy	42,939 +2,007	+5%	+$277K	0.17%	30
2024 Q3	$4.97M	Buy	40,932 +1,108	+3%	+$131K	0.14%	29
2024 Q2	$4.92M	Buy	39,824 +24	+0.1%	+$2.43K	0.14%	29
2024 Q1	$3.6M	Buy	39,800 +3,760	+10%	+$273K	0.1%	29
2023 Q4	$1.78M	Buy	36,040 +1,290	+4%	+$59.8K	0.05%	38
2023 Q3	$1.51M	Buy	+34,750	New	+$1.56M	0.05%	38

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments's NVDA Position: Q2 2026 in Review

Scharf Investments increased its NVIDIA (NVDA) stake by 762% in Q2 2026, buying an estimated $37.5M and bringing the position to 206,500 shares worth $41.3M. The position accounts for 1.36% of the portfolio, ranked #32.

Scharf Investments first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. 2,606 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Scharf Investments held 206,500 shares of NVIDIA worth $41.3M as of Q2 2026.
Scharf Investments bought 182,533 NVIDIA shares in Q2 2026, an estimated $37.5M.
NVIDIA made up 1.36% of Scharf Investments's portfolio in Q2 2026, its #32 holding.
Scharf Investments first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
2,606 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.