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Torno Capital’s NVIDIA NVDA Stock Holding History

Torno 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 		$554M Buy
+2,767,000
New +$569M 15.96% 1
2025
Q1 		– Sell
-750,000
Closed -$101M – 144
2024
Q4 		$101M Buy
+750,000
New +$103M 8.93% 6
2024
Q3 		– Sell
-700,000
Closed -$86.5M – 277
2024
Q2 		$86.5M Buy
+700,000
New +$70.8M 4.04% 12

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

Torno Capital's NVDA Position: Q2 2026 in Review

Torno Capital opened a new position in NVIDIA (NVDA) in Q2 2026: 2,425,000 shares worth $485M. The stake represents 13.99% of the portfolio and ranks #2 among its holdings. This is a return to the name: Torno Capital previously reported a position in NVDA as recently as Q4 2024.

Torno Capital first reported a position in NVDA in Q2 2024 and has held it in 4 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Torno Capital held 2,425,000 shares of NVIDIA worth $485M as of Q2 2026.
  • NVIDIA was a new Torno Capital position in Q2 2026.
  • NVIDIA made up 13.99% of Torno Capital's portfolio in Q2 2026, its #2 holding.
  • Torno Capital first reported a position in NVIDIA in Q2 2024 and has held it in 4 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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