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Selkirk Management’s NVIDIA NVDA Stock Holding History

Selkirk Management’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
Q1 		$9.07M Hold
52,000
– – 3.08% 8
2025
Q4 		$9.7M Hold
52,000
– – 2.56% 9
2025
Q3 		$9.7M Hold
52,000
– – 2.66% 10
2025
Q2 		$8.22M Hold
52,000
– – 2.43% 11
2025
Q1 		$5.64M Buy
52,000
+1,000
+2% +$127K 2.16% 12
2024
Q4 		$6.85M Hold
51,000
– – 2.46% 11
2024
Q3 		$6.19M Hold
51,000
– – 2.53% 11
2024
Q2 		$6.3M Hold
51,000
– – 2.95% 11
2024
Q1 		$4.61M Hold
51,000
– – 2.36% 12
2023
Q4 		$2.53M Buy
51,000
+41,000
+410% +$1.9M 1.71% 12
2023
Q3 		$435K Hold
10,000
– – 0.32% 16
2023
Q2 		$423K Buy
+10,000
New +$332K 0.33% 16

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selkirk Management's NVDA Position: Q1 2026 in Review

Selkirk Management held its NVIDIA (NVDA) position steady in Q1 2026 at 52,000 shares worth $9.07M. The position accounts for 3.08% of the portfolio, ranked #8.

Selkirk Management first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.7M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Selkirk Management held 52,000 shares of NVIDIA worth $9.07M as of Q1 2026.
  • Selkirk Management left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 3.08% of Selkirk Management's portfolio in Q1 2026, its #8 holding.
  • Selkirk Management first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
  • Selkirk Management's NVIDIA position peaked at $9.7M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.