Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
NVIDIA designs GPUs, AI accelerators, networking products, and software for data centers and gaming.
Neutral synthesis
Why this name is here
14 tracked funds report NVDA in their latest available 13F, representing $7.0B of combined reported value on this page.
Counter-evidence
12 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Tiger Global Management largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | +9% | reported share count increased | $2,094,849,549 | 9.17% |
| Altimeter Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | +15% | reported share count increased | $1,628,205,202 | 28.57% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | −3% | reported share count decreased | $796,047,269 | 6.86% |
| Atreides Management position history Q1 2026 · filed May 18, 2026 · SEC filing | −35% | reported share count decreased | $217,754,445 | 5.31% |
| Light Street Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −20% | reported share count decreased | $47,474,122 | 9.55% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
