Silvant Capital Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372M | Buy |
2,133,659
+113,344
| +6% | +$20.8M | 12.86% | 1 |
|
|
2025
Q4 | $377M | Sell |
2,020,315
-143,988
| -7% | -$26.8M | 12.73% | 1 |
|
|
2025
Q3 | $404M | Buy |
2,164,303
+38,593
| +2% | +$6.73M | 14% | 1 |
|
|
2025
Q2 | $336M | Buy |
2,125,710
+114,383
| +6% | +$14.4M | 12.7% | 1 |
|
|
2025
Q1 | $218M | Buy |
2,011,327
+6,708
| +0.3% | +$850K | 10.03% | 1 |
|
|
2024
Q4 | $269M | Sell |
2,004,619
-67,607
| -3% | -$9.32M | 11.18% | 1 |
|
|
2024
Q3 | $252M | Sell |
2,072,226
-7,249
| -0.3% | -$856K | 11.04% | 1 |
|
|
2024
Q2 | $257M | Sell |
2,079,475
-130,265
| -6% | -$13.2M | 11.4% | 1 |
|
|
2024
Q1 | $200M | Sell |
2,209,740
-321,160
| -13% | -$23.3M | 9.53% | 2 |
|
|
2023
Q4 | $125M | Sell |
2,530,900
-62,360
| -2% | -$2.89M | 6.73% | 3 |
|
|
2023
Q3 | $113M | Sell |
2,593,260
-177,400
| -6% | -$7.95M | 6.81% | 3 |
|
|
2023
Q2 | $117M | Sell |
2,770,660
-271,110
| -9% | -$9M | 6.59% | 3 |
|
|
2023
Q1 | $84.5M | Sell |
3,041,770
-243,950
| -7% | -$5.28M | 5.5% | 3 |
|
|
2022
Q4 | $48M | Sell |
3,285,720
-129,030
| -4% | -$1.89M | 3.4% | 6 |
|
|
2022
Q3 | $41.5M | Buy |
3,414,750
+2,728,040
| +397% | +$43.1M | 2.82% | 10 |
|
|
2022
Q2 | $10.4M | Sell |
686,710
-1,400
| -0.2% | -$26.4K | 2.52% | 6 |
|
|
2022
Q1 | $18.8M | Sell |
688,110
-6,820
| -1% | -$171K | 3.58% | 5 |
|
|
2021
Q4 | $20.4M | Buy |
694,930
+65,920
| +10% | +$1.81M | 3.49% | 5 |
|
|
2021
Q3 | $13M | Sell |
629,010
-109,590
| -15% | -$2.28M | 2.33% | 8 |
|
|
2021
Q2 | $14.8M | Sell |
738,600
-16,080
| -2% | -$258K | 2.33% | 9 |
|
|
2021
Q1 | $10.1M | Buy |
754,680
+112,440
| +18% | +$1.51M | 1.72% | 9 |
|
|
2020
Q4 | $8.38M | Buy |
642,240
+2,320
| +0.4% | +$31.1K | 1.43% | 14 |
|
|
2020
Q3 | $8.66M | Sell |
639,920
-171,200
| -21% | -$1.99M | 1.62% | 12 |
|
|
2020
Q2 | $7.7M | Buy |
811,120
+55,520
| +7% | +$449K | 1.39% | 14 |
|
|
2020
Q1 | $4.98M | Sell |
755,600
-14,280
| -2% | -$90.1K | 1.09% | 18 |
|
|
2019
Q4 | $4.53M | Buy |
+769,880
| New | +$4M | 0.83% | 28 |
|
|
2019
Q1 | – | Sell |
-1,155,960
| Closed | -$3.86M | – | 339 |
|
|
2018
Q4 | $3.86M | Sell |
1,155,960
-31,120
| -3% | -$149K | 0.77% | 36 |
|
|
2018
Q3 | $8.34M | Sell |
1,187,080
-187,840
| -14% | -$1.22M | 1.03% | 20 |
|
|
2018
Q2 | $8.14M | Buy |
1,374,920
+195,320
| +17% | +$1.19M | 1.01% | 19 |
|
|
2018
Q1 | $6.83M | Buy |
+1,179,600
| New | +$6.93M | 0.88% | 31 |
|
Other funds holding NVDA
VCM
VPM
Silvant Capital Management's NVDA Position: Q1 2026 in Review
Silvant Capital Management increased its NVIDIA (NVDA) stake by 5.6% in Q1 2026, buying an estimated $20.8M and bringing the position to 2,133,659 shares worth $372M. The position accounts for 12.86% of the portfolio, ranked #1.
Silvant Capital Management first reported a position in NVDA in Q1 2018 and has held it in 30 quarters since. The position peaked at $404M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Silvant Capital Management held 2,133,659 shares of NVIDIA worth $372M as of Q1 2026.
- Silvant Capital Management bought 113,344 NVIDIA shares in Q1 2026, an estimated $20.8M.
- NVIDIA made up 12.86% of Silvant Capital Management's portfolio in Q1 2026, its #1 holding.
- Silvant Capital Management first reported a position in NVIDIA in Q1 2018 and has held it in 30 quarters since.
- Silvant Capital Management's NVIDIA position peaked at $404M in Q3 2025.
- 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Silvant Capital Management's 13F filing for Q1 2026, filed 14 May 2026.