16 tracked superinvestors hold NVIDIA CORPORATION (NVDA), worth $43.2B combined, led by Will Danoff. Smart money is trimming NVDA as of the latest 13F filings.
Current price
$202.78
+28.6%
1Y
NVIDIA Corporation provides graphics, and compute and networking solutions in the United States, Taiwan, China, and internationally. The company's Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based…
Market cap
$4.8T
P/E
40.5
Div yield
0.1%
Revenue YoY
65.5%
Analyst target
$317
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
16
tracked 13F / N-PORT funds
Combined value
$43.2B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
-1
6 buying · 7 selling
Smart money is net reducing NVDA: 7 funds trimmed versus 6 adding.
NVIDIA CORPORATION (NVDA) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 12 other tracked funds, for $43.2B of combined disclosed exposure.
The highest-conviction holder is Steve Wymer, who has committed 17.9% of their portfolio to it, while Will Danoff holds the largest dollar position.
No tracked fund opened a new position this quarter; 6 added and 7 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 10.7% | $14.9B | |
| Held | 17.9% | $12.9B | |
| Trimmed | 2.5% | $3.8B | |
| Added | 1.8% | $2.1B | |
| Added | 9.2% | $2.1B | |
| Held | 3.2% | $2.0B | |
| Trimmed | 2% | $1.5B | |
| Trimmed | 3.8% | $1.1B | |
| Added | 3.7% | $818M | |
| Added | 2.2% | $721M | |
| Added | 0.7% | $441M | |
| Trimmed | 4.3% | $257M | |
| Added | 2.6% | $187M | |
| Trimmed | 1.4% | $181M | |
| Trimmed | 5.1% | $109M | |
| Trimmed | 1.6% | $33M |
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.
Calls (bullish)
Which superinvestors own NVDA?
16 tracked funds hold NVIDIA CORPORATION (NVDA), the largest being Will Danoff (Fidelity Contrafund) at 10.7% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NVDA?
In the most recent 13F quarter, 6 tracked funds added or opened NVDA and 7 trimmed it.
How much NVDA do tracked funds hold?
Combined disclosed long exposure to NVDA across tracked superinvestors is $43.2B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.