https://holdlens.com/ticker/NVDA Every 13F move on NVDA (NVIDIA) by the 30 tracked portfolio managers — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing wave. Not investment advice. en-us Thu, 16 Apr 2026 16:34:10 GMT https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-stanley-druckenmiller-trim-0 Stanley Druckenmiller (Duquesne Family Office) trimmed NVDA in Q4 2025 · 8.6% of portfolio. Continuing to trim the NVDA home run. Taking profits. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-david-tepper-add-1 David Tepper (Appaloosa Management) added NVDA in Q4 2025 · 10.2% of portfolio. Doubling down on AI infrastructure. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-tom-slater-add-2 Tom Slater (Baillie Gifford (Long Term Global Growth)) added NVDA in Q4 2025 · 9.4% of portfolio. AI infrastructure conviction. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-andreas-halvorsen-add-3 Andreas Halvorsen (Viking Global Investors) added NVDA in Q4 2025 · 6.2% of portfolio. Still leaning into AI infrastructure. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-joel-greenblatt-add-4 Joel Greenblatt (Gotham Asset Management) added NVDA in Q4 2025 · 2.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-polen-capital-trim-5 Polen Capital (Polen Capital Management) trimmed NVDA in Q4 2025 · 4.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-bill-nygren-trim-6 Bill Nygren (Oakmark Funds) trimmed NVDA in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q4-chase-coleman-trim-7 Chase Coleman (Tiger Global Management) trimmed NVDA in Q4 2025 · 7.1% of portfolio. Taking some NVDA profits. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-polen-capital-add-8 Polen Capital (Polen Capital Management) added NVDA in Q3 2025 · 3.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-andreas-halvorsen-exit-9 Andreas Halvorsen (Viking Global Investors) exited NVDA in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-michael-burry-new-10 Michael Burry (Scion Asset Management) new position NVDA in Q3 2025 · 13.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new noreply@holdlens.com (Michael Burry) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-david-tepper-add-11 David Tepper (Appaloosa Management) added NVDA in Q3 2025 · 8.4% of portfolio. Big NVDA add. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-tom-slater-add-12 Tom Slater (Baillie Gifford (Long Term Global Growth)) added NVDA in Q3 2025 · 7.8% of portfolio. Building NVDA. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-stanley-druckenmiller-trim-13 Stanley Druckenmiller (Duquesne Family Office) trimmed NVDA in Q3 2025 · 11.4% of portfolio. First NVDA profit-take round. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-chase-coleman-add-14 Chase Coleman (Tiger Global Management) added NVDA in Q3 2025 · 7.9% of portfolio. Pre-trim NVDA build. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-joel-greenblatt-add-15 Joel Greenblatt (Gotham Asset Management) added NVDA in Q3 2025 · 2.6% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q3-bill-nygren-trim-16 Bill Nygren (Oakmark Funds) trimmed NVDA in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-david-tepper-add-17 David Tepper (Appaloosa Management) added NVDA in Q2 2025 · 4.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-bill-nygren-add-18 Bill Nygren (Oakmark Funds) added NVDA in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-michael-burry-exit-19 Michael Burry (Scion Asset Management) exited NVDA in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit noreply@holdlens.com (Michael Burry) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-polen-capital-new-20 Polen Capital (Polen Capital Management) new position NVDA in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-lee-ainslie-add-21 Lee Ainslie (Maverick Capital) added NVDA in Q2 2025 · 5.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-andreas-halvorsen-trim-22 Andreas Halvorsen (Viking Global Investors) trimmed NVDA in Q2 2025 · 1.7% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-stanley-druckenmiller-trim-23 Stanley Druckenmiller (Duquesne Family Office) trimmed NVDA in Q2 2025 · 13.8% of portfolio. First NVDA trim of the cycle. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q2-chase-coleman-add-24 Chase Coleman (Tiger Global Management) added NVDA in Q2 2025 · 5.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-andreas-halvorsen-add-25 Andreas Halvorsen (Viking Global Investors) added NVDA in Q1 2025 · 2.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-lee-ainslie-new-26 Lee Ainslie (Maverick Capital) new position NVDA in Q1 2025 · 2.4% of portfolio. Thu, 15 May 2025 00:00:00 GMT new noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-michael-burry-new-27 Michael Burry (Scion Asset Management) new position NVDA in Q1 2025 · 49.0% of portfolio. Thu, 15 May 2025 00:00:00 GMT new noreply@holdlens.com (Michael Burry) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-david-tepper-trim-28 David Tepper (Appaloosa Management) trimmed NVDA in Q1 2025 · 0.4% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (David Tepper) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-joel-greenblatt-add-29 Joel Greenblatt (Gotham Asset Management) added NVDA in Q1 2025 · 2.1% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-chase-coleman-add-30 Chase Coleman (Tiger Global Management) added NVDA in Q1 2025 · 4.5% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-tom-slater-trim-31 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed NVDA in Q1 2025 · 4.5% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2025-Q1-stanley-druckenmiller-add-32 Stanley Druckenmiller (Duquesne Family Office) added NVDA in Q1 2025 · 15.6% of portfolio. Small NVDA add before the trim cycle began. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-david-tepper-add-33 David Tepper (Appaloosa Management) added NVDA in Q4 2024 · 8.6% of portfolio. Loaded up on NVDA. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-chase-coleman-add-34 Chase Coleman (Tiger Global Management) added NVDA in Q4 2024 · 6.7% of portfolio. Adding NVDA. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-tom-slater-trim-35 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed NVDA in Q4 2024 · 5.5% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-andreas-halvorsen-trim-36 Andreas Halvorsen (Viking Global Investors) trimmed NVDA in Q4 2024 · 0.9% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-stanley-druckenmiller-add-37 Stanley Druckenmiller (Duquesne Family Office) added NVDA in Q4 2024 · 14.6% of portfolio. Pre-trim NVDA accumulation. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q4-bill-nygren-add-38 Bill Nygren (Oakmark Funds) added NVDA in Q4 2024 · 0.0% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/NVDA https://holdlens.com/ticker/NVDA#2024-Q3-bill-nygren-new-39 Bill Nygren (Oakmark Funds) new position NVDA in Q3 2024 · 0.0% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT new noreply@holdlens.com (Bill Nygren)