SCM
Suvretta Capital Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9M | Buy |
499,562
+146,797
| +42% | +$23.2M | 2.38% | 10 |
|
|
2025
Q1 | $38.2M | Buy |
352,765
+172,009
| +95% | +$18.6M | 1.42% | 21 |
|
|
2024
Q4 | $24.3M | Buy |
+180,756
| New | +$24.3M | 0.83% | 40 |
|
|
2023
Q4 | – | Sell |
-88,548
| Closed | -$38.5M | – | 94 |
|
|
2023
Q3 | $38.5M | Buy |
88,548
+11,056
| +14% | +$4.81M | 2.08% | 16 |
|
|
2023
Q2 | $32.8M | Buy |
+77,492
| New | +$32.8M | 1.75% | 18 |
|
|
2023
Q1 | – | Sell |
-87,358
| Closed | -$12.8M | – | 103 |
|
|
2022
Q4 | $12.8M | Buy |
+87,358
| New | +$12.8M | 0.54% | 46 |
|