14 tracked superinvestors hold NVIDIA CORPORATION (NVDA), worth $48.7B combined, led by Will Danoff. Smart money is holding NVDA as of the latest 13F filings.
Current price
$230.36
+34.2%
1Y
NVIDIA Corporation stands as a prominent provider of advanced graphics, computational, and networking solutions, operating across the United States, Taiwan, China, and numerous international markets. Its Graphics division encompasses GeForce GPUs, central to PC gaming and personal computing experiences, along with the GeForce NOW cloud gaming service and its supporting infrastructure, as well as…
Market cap
$4.8T
P/E
40.5
Div yield
0.1%
Revenue YoY
65.5%
Analyst target
$345
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
14
tracked 13F / N-PORT funds
Combined value
$48.7B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
0
4 buying · 4 selling
Smart money is holding NVDA steady this quarter — buys and sells are balanced.
NVIDIA CORPORATION (NVDA) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 11 other tracked funds, for $48.7B of combined disclosed exposure.
The highest-conviction holder is Steve Wymer, who has committed 16.6% of their portfolio to it, while Will Danoff holds the largest dollar position.
No tracked fund opened a new position this quarter; 4 added and 4 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 10.6% | $16.8B | |
| Held | 16.6% | $15.6B | |
| Added | 2.6% | $5.3B | |
| Trimmed | 9.3% | $2.2B | |
| Held | 2.4% | $2.2B | |
| Added | 2% | $1.4B | |
| Trimmed | 1.1% | $1.4B | |
| Held | 2.5% | $1.2B | |
| Held | 1.9% | $804M | |
| Trimmed | 3.2% | $774M | |
| Held | 3.9% | $305M | |
| Added | 4.8% | $293M | |
| Added | 1.8% | $276M | |
| Trimmed | 5.1% | $109M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
2 insiders filed SEC Form 144 for $8M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Teter Timothy S. | Officer | 30,000 | $7M | 2026-08-31 |
| Donald Robertson | Officer | 4,594 | $968K | 2026-06-22 |
Which superinvestors own NVDA?
14 tracked funds hold NVIDIA CORPORATION (NVDA), the largest being Will Danoff (Fidelity Contrafund) at 10.6% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NVDA?
In the most recent 13F quarter, 4 tracked funds added or opened NVDA and 4 trimmed it.
How much NVDA do tracked funds hold?
Combined disclosed long exposure to NVDA across tracked superinvestors is $48.7B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.