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WINDACRE PARTNERSHIP LLC’s NVIDIA NVDA Stock Holding History

WINDACRE PARTNERSHIP LLC’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 		$538M Sell
2,687,700
-565,400
-17% -$116M 5.32% 11
2026
Q1 		$567M Hold
3,253,100
– – 6.07% 9
2025
Q4 		$607M Buy
3,253,100
+724,000
+29% +$135M 6.51% 8
2025
Q3 		$472M Sell
2,529,100
-1,080,000
-30% -$188M 5.9% 11
2025
Q2 		$570M Buy
3,609,100
+464,200
+15% +$58.4M 7.81% 5
2025
Q1 		$341M Buy
3,144,900
+340,700
+12% +$43.2M 5.11% 10
2024
Q4 		$377M Buy
+2,804,200
New +$387M 5.52% 9

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

WINDACRE PARTNERSHIP LLC's NVDA Position: Q2 2026 in Review

WINDACRE PARTNERSHIP LLC reduced its NVIDIA (NVDA) stake by 17% in Q2 2026, selling an estimated $116M and leaving 2,687,700 shares worth $538M. The position accounts for 5.32% of the portfolio, ranked #11.

WINDACRE PARTNERSHIP LLC first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $607M in Q4 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WINDACRE PARTNERSHIP LLC held 2,687,700 shares of NVIDIA worth $538M as of Q2 2026.
  • WINDACRE PARTNERSHIP LLC sold 565,400 NVIDIA shares in Q2 2026, an estimated $116M.
  • NVIDIA made up 5.32% of WINDACRE PARTNERSHIP LLC's portfolio in Q2 2026, its #11 holding.
  • WINDACRE PARTNERSHIP LLC first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • WINDACRE PARTNERSHIP LLC's NVIDIA position peaked at $607M in Q4 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q2 2026, filed 14 Aug 2026.