Varenne Capital Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-127,341
Closed -$13.8M 23
2025
Q1
$13.8M Buy
127,341
+19,521
+18% +$2.12M 4.96% 9
2024
Q4
$14.5M Sell
107,820
-44,585
-29% -$5.99M 4.27% 9
2024
Q3
$18.5M Sell
152,405
-448,330
-75% -$54.4M 3.54% 10
2024
Q2
$74.2M Buy
600,735
+395,855
+193% +$48.9M 18.74% 1
2024
Q1
$18.5M Sell
204,880
-634,480
-76% -$57.3M 2.9% 11
2023
Q4
$41.6M Buy
+839,360
New +$41.6M 12.42% 2