SeaTown Holdings’s NVIDIA NVDA Stock Holding History

SeaTown Holdings’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	$18.8M	Hold	94,067	–	–	11.31%	1
2026 Q1	$16.4M	Sell	94,067 -22,500	-19%	-$4.13M	10.75%	1
2025 Q4	$21.7M	Buy	116,567 +24,100	+26%	+$4.49M	12.61%	1
2025 Q3	$17.3M	Buy	92,467 +7,000	+8%	+$1.22M	9.95%	2
2025 Q2	$13.5M	Buy	85,467 +25,155	+42%	+$3.17M	7.95%	2
2025 Q1	$6.54M	Sell	60,312 -49,100	-45%	-$6.22M	5.64%	8
2024 Q4	$14.7M	Buy	109,412 +43,500	+66%	+$6M	10.08%	2
2024 Q3	$8M	Sell	65,912 -23,088	-26%	-$2.73M	5.91%	11
2024 Q2	$11M	Buy	+89,000	New	+$9M	7.96%	6
2024 Q1	–	Sell	-500,000	Closed	-$24.8M	–	38
2023 Q4	$24.8M	Sell	500,000 -203,710	-29%	-$9.44M	2.18%	12
2023 Q3	$30.6M	Buy	703,710 +303,710	+76%	+$13.6M	2.49%	17
2023 Q2	$16.9M	Buy	+400,000	New	+$13.3M	2.63%	15
2022 Q2	–	Sell	-380,000	Closed	-$10.4M	–	71
2022 Q1	$10.4M	Hold	380,000	–	–	0.77%	39
2021 Q4	$11.2M	Hold	380,000	–	–	0.6%	45
2021 Q3	$7.87M	Sell	380,000 -500,000	-57%	-$10.4M	0.35%	68
2021 Q2	$17.6M	Sell	880,000 -800,000	-48%	-$12.8M	0.85%	40
2021 Q1	$22.4M	Buy	1,680,000 +800,000	+91%	+$10.8M	1.25%	24
2020 Q4	$11.5M	Hold	880,000	–	–	0.79%	44
2020 Q3	$11.9M	Sell	880,000 -800,000	-48%	-$9.31M	1%	34
2020 Q2	$16M	Sell	1,680,000 -800,000	-32%	-$6.47M	1.28%	33
2020 Q1	$16.3M	Buy	2,480,000 +480,000	+24%	+$3.03M	3.29%	13
2019 Q4	$11.8M	Buy	+2,000,000	New	+$10.4M	1.63%	24
2019 Q3	–	Sell	-1,540,000	Closed	-$6.32M	–	82
2019 Q2	$6.32M	Sell	1,540,000 -752,000	-33%	-$3.12M	1.16%	30
2019 Q1	$10.3M	Buy	+2,292,000	New	+$8.89M	1.21%	28
2018 Q4	–	Sell	-2,993,840	Closed	-$21M	–	40
2018 Q3	$21M	Sell	2,993,840 -2,022,160	-40%	-$13.2M	3.17%	7
2018 Q2	$29.7M	Hold	5,016,000	–	–	3.38%	11
2018 Q1	$29M	Buy	+5,016,000	New	+$29.5M	2.75%	11

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

SeaTown Holdings's NVDA Position: Q2 2026 in Review

SeaTown Holdings held its NVIDIA (NVDA) position steady in Q2 2026 at 94,067 shares worth $18.8M. The position accounts for 11.31% of the portfolio, ranked #1.

SeaTown Holdings first reported a position in NVDA in Q1 2018 and has held it in 27 quarters since. The position peaked at $30.6M in Q3 2023. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

SeaTown Holdings held 94,067 shares of NVIDIA worth $18.8M as of Q2 2026.
SeaTown Holdings left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 11.31% of SeaTown Holdings's portfolio in Q2 2026, its #1 holding.
SeaTown Holdings first reported a position in NVIDIA in Q1 2018 and has held it in 27 quarters since.
SeaTown Holdings's NVIDIA position peaked at $30.6M in Q3 2023.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SeaTown Holdings's 13F filing for Q2 2026, filed 24 Jul 2026.