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 Q2	$11.4M	Buy	57,000 +5,000	+10%	+$1.03M	3.55%	7
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Selkirk Management's NVDA Position: Q2 2026 in Review

Selkirk Management increased its NVIDIA (NVDA) stake by 9.6% in Q2 2026, buying an estimated $1.03M and bringing the position to 57,000 shares worth $11.4M. The position accounts for 3.55% of the portfolio, ranked #7.

Selkirk Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Selkirk Management held 57,000 shares of NVIDIA worth $11.4M as of Q2 2026.
Selkirk Management bought 5,000 NVIDIA shares in Q2 2026, an estimated $1.03M.
NVIDIA made up 3.55% of Selkirk Management's portfolio in Q2 2026, its #7 holding.
Selkirk Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Selkirk Management's 13F filing for Q2 2026, filed 14 Aug 2026.