TC
NVDA icon

Tenere Capital’s NVIDIA NVDA Stock Holding History

Tenere Capital’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 		$13.4M Sell
66,733
-10,578
-14% -$2.17M 10.61% 1
2026
Q1 		$13.5M Buy
77,311
+26,316
+52% +$4.83M 9.89% 1
2025
Q4 		$9.51M Sell
50,995
-98,409
-66% -$18.3M 7.37% 2
2025
Q3 		$27.9M Sell
149,404
-27,073
-15% -$4.72M 6.57% 5
2025
Q2 		$27.9M Sell
176,477
-42,100
-19% -$5.3M 7.14% 4
2025
Q1 		$23.7M Buy
218,577
+93,680
+75% +$11.9M 6.52% 4
2024
Q4 		$16.8M Sell
124,897
-54,700
-30% -$7.54M 4.44% 11
2024
Q3 		$21.8M Buy
+179,597
New +$21.2M 5.8% 3
2024
Q2 		– Sell
-128,490
Closed -$11.6M – 32
2024
Q1 		$11.6M Buy
+128,490
New +$9.31M 3.46% 15
2023
Q4 		– Sell
-225,200
Closed -$9.8M – 28
2023
Q3 		$9.8M Buy
225,200
+44,400
+25% +$1.99M 3.77% 11
2023
Q2 		$7.65M Hold
180,800
– – 3.75% 10
2023
Q1 		$5.02M Sell
180,800
-67,200
-27% -$1.45M 2.62% 25
2022
Q4 		$3.62M Buy
+248,000
New +$3.64M 1.6% 22

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tenere Capital's NVDA Position: Q2 2026 in Review

Tenere Capital reduced its NVIDIA (NVDA) stake by 14% in Q2 2026, selling an estimated $2.17M and leaving 66,733 shares worth $13.4M. The position accounts for 10.61% of the portfolio, ranked #1.

Tenere Capital first reported a position in NVDA in Q4 2022 and has held it in 13 quarters since. The position peaked at $27.9M in Q2 2025. 5,924 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Tenere Capital held 66,733 shares of NVIDIA worth $13.4M as of Q2 2026.
  • Tenere Capital sold 10,578 NVIDIA shares in Q2 2026, an estimated $2.17M.
  • NVIDIA made up 10.61% of Tenere Capital's portfolio in Q2 2026, its #1 holding.
  • Tenere Capital first reported a position in NVIDIA in Q4 2022 and has held it in 13 quarters since.
  • Tenere Capital's NVIDIA position peaked at $27.9M in Q2 2025.
  • 5,924 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Tenere Capital's 13F filing for Q2 2026, filed 14 Aug 2026.