Sunbeam Capital Management’s NVIDIA NVDA Stock Holding History

Sunbeam Capital 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	$8.13M	Buy	40,654 +989	+2%	+$203K	3.72%	6
2026 Q1	$6.92M	Sell	39,665 -56	-0.1%	-$10.3K	3.96%	5
2025 Q4	$7.41M	Sell	39,721 -4,030	-9%	-$750K	4.39%	5
2025 Q3	$8.16M	Buy	43,751 +2	+0%	+$349	5.07%	5
2025 Q2	$6.91M	Buy	43,749 +6,510	+17%	+$819K	5.24%	5
2025 Q1	$4.04M	Buy	37,239 +680	+2%	+$86.2K	3.84%	6
2024 Q4	$4.91M	Buy	+36,559	New	+$5.04M	4.56%	6

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

Sunbeam Capital Management's NVDA Position: Q2 2026 in Review

Sunbeam Capital Management increased its NVIDIA (NVDA) stake by 2.5% in Q2 2026, buying an estimated $203K and bringing the position to 40,654 shares worth $8.13M. The position accounts for 3.72% of the portfolio, ranked #6.

Sunbeam Capital Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16M in Q3 2025. 2,909 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Sunbeam Capital Management held 40,654 shares of NVIDIA worth $8.13M as of Q2 2026.
Sunbeam Capital Management bought 989 NVIDIA shares in Q2 2026, an estimated $203K.
NVIDIA made up 3.72% of Sunbeam Capital Management's portfolio in Q2 2026, its #6 holding.
Sunbeam Capital Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's NVIDIA position peaked at $8.16M in Q3 2025.
2,909 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.