Summit Partners Public Asset Management’s NVIDIA NVDA Stock Holding History

Summit Partners Public Asset 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	$90M	Buy	449,977 +500	+0.1%	+$103K	1.58%	13
2026 Q1	$78.4M	Sell	449,477 -327,384	-42%	-$60.1M	2.11%	11
2025 Q4	$145M	Buy	776,861 +197,861	+34%	+$36.8M	3.01%	4
2025 Q3	$108M	Sell	579,000 -110,489	-16%	-$19.3M	2.24%	6
2025 Q2	$109M	Buy	689,489 +214,989	+45%	+$27.1M	2.76%	6
2025 Q1	$51.4M	Sell	474,500 -218,151	-31%	-$27.6M	1.32%	23
2024 Q4	$93M	Sell	692,651 -62,906	-8%	-$8.67M	1.77%	13
2024 Q3	$91.8M	Sell	755,557 -50,480	-6%	-$5.96M	2.84%	4
2024 Q2	$99.6M	Buy	806,037 +281,037	+54%	+$28.4M	3.8%	3
2024 Q1	$47.4M	Sell	525,000 -401,830	-43%	-$29.1M	1.63%	20
2023 Q4	$45.9M	Sell	926,830 -984,480	-52%	-$45.6M	1.91%	8
2023 Q3	$83.1M	Sell	1,911,310 -758,430	-28%	-$34M	3.62%	1
2023 Q2	$113M	Buy	2,669,740 +1,896,070	+245%	+$63M	4.18%	1
2023 Q1	$21.5M	Buy	+773,670	New	+$16.7M	0.88%	45
2020 Q2	–	Sell	-1,153,880	Closed	-$7.6M	–	116
2020 Q1	$7.6M	Sell	1,153,880 -1,443,960	-56%	-$9.11M	0.63%	46
2019 Q4	$15.3M	Buy	+2,597,840	New	+$13.5M	1.45%	28
2018 Q4	–	Sell	-2,516,080	Closed	-$17.7M	–	83
2018 Q3	$17.7M	Buy	2,516,080 +1,716,080	+215%	+$11.2M	1.2%	27
2018 Q2	$4.74M	Sell	800,000 -600,000	-43%	-$3.65M	0.53%	65
2018 Q1	$8.11M	Buy	+1,400,000	New	+$8.22M	1.14%	37

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

Summit Partners Public Asset Management's NVDA Position: Q2 2026 in Review

Summit Partners Public Asset Management increased its NVIDIA (NVDA) stake by 0.11% in Q2 2026, buying an estimated $103K and bringing the position to 449,977 shares worth $90M. The position accounts for 1.58% of the portfolio, ranked #13.

Summit Partners Public Asset Management first reported a position in NVDA in Q1 2018 and has held it in 19 quarters since. The position peaked at $145M in Q4 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Summit Partners Public Asset Management held 449,977 shares of NVIDIA worth $90M as of Q2 2026.
Summit Partners Public Asset Management bought 500 NVIDIA shares in Q2 2026, an estimated $103K.
NVIDIA made up 1.58% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #13 holding.
Summit Partners Public Asset Management first reported a position in NVIDIA in Q1 2018 and has held it in 19 quarters since.
Summit Partners Public Asset Management's NVIDIA position peaked at $145M in Q4 2025.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.