Jericho Capital Asset Management — NVDA

How Jericho Capital Asset Management's position in Nvidia Corporation changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$303,939,110

Latest weight

2.5%

Peak weight

10.8%

Shares since first

-70%

Position Trend

Shares, value, and weight from first report to latest report.

Jericho Capital Asset Management first reported 5,063,012 shares in Q4 2025 and most recently reported 1,519,012 shares in Q2 2026. Portfolio weight peaked at 10.8% in Q4 2025; the low reported weight was 2.5% in Q2 2026.

Since the first report, shares are -70% and reported value is -67.8%. Latest move: TRIM