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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

NVDA

NVIDIA CORP

Semiconductors & Related Devices · SIC 3674CIK 1045810Held by 56 tracked managersEDGAR filings ↗10-K/10-Q ↗

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52 of 52 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Pzena Investment Management

Q2 2026Position history →

New+1,445—<0.01%$<0.01B

Ashford Capital Management

Q2 2026Position history →

New+1,000—0.02%$<0.01B

Capital Research Global Investors

Q2 2026Position history →

Add+9,702,720+5.0%5.7%$40.56B

Altimeter Capital Management

Q2 2026Position history →

Add+77,550+0.8%19.2%$1.88B

Renaissance Technologies

Q2 2026Position history →

Add+4,564,308+180.6%2.0%$1.42B

WCM Investment Management

Q2 2026Position history →

Add+98,334+2.1%1.7%$0.93B

Egerton Capital

Q2 2026Position history →

Add+742,932+27.8%6.6%$0.68B

Orbis Investment Management

Q2 2026Position history →

Add+360,618+17.3%1.7%$0.49B

Appaloosa Management

Q2 2026Position history →

Add+53,500+3.6%4.1%$0.31B

Select Equity Group

Q2 2026Position history →

Add+493,447+54.6%1.5%$0.28B

ARK Investment Management

Q2 2026Position history →

Add+345,821+33.4%1.8%$0.28B

Atreides Management

Q2 2026Position history →

Add+699+0.1%2.2%$0.25B

Motley Fool Asset Management

Q2 2026Position history →

Add+124,328+12.9%8.4%$0.22B

Suvretta Capital Management

Q2 2026Position history →

Add+145,953+25.4%3.0%$0.14B

Palestra Capital Management

Q2 2026Position history →

Add+207,632+113.7%2.6%$0.08B

Q2 2026Position history →

Add+41,171+36.3%0.13%$0.03B

Q2 2026Position history →

Add+26,108+43.9%0.08%$0.02B

Chickasaw Capital Management

Q2 2026Position history →

Add+290+0.5%0.46%$0.01B

Infrastructure Capital Advisors

Q2 2026Position history →

Add+6,807+45.4%0.34%$<0.01B

Tortoise Capital Advisors

Q2 2026Position history →

Add+6,840+84.6%0.03%$<0.01B

Hillhouse Capital Advisors

Q2 2026Position history →

Add+7,444+112.6%0.34%$<0.01B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Add+7+0.1%<0.01%$<0.01B

Fairview Capital Investment Management

Q2 2026Position history →

Add+840+14.0%0.07%$<0.01B

Capital World Investors

Q2 2026Position history →

Trim(21,137,027)(16.2%)2.6%$21.83B

Adage Capital Management

Q2 2026Position history →

Trim(158,200)(0.7%)6.2%$4.39B

Sands Capital Management

Q2 2026Position history →

Trim(4,026,288)(22.3%)10.4%$2.81B

Tiger Global Management

Q2 2026Position history →

Trim(812,979)(6.8%)9.3%$2.24B

H&H International Investment

Q2 2026Position history →

Trim(7,563,100)(54.6%)6.6%$1.26B

Holocene Advisors

Q2 2026Position history →

Trim(3,319,232)(35.3%)2.8%$1.22B

Coatue Management

Q2 2026Position history →

Trim(276,423)(4.4%)2.5%$1.21B

Q2 2026Position history →

Trim(53,559)(1.1%)8.6%$0.94B

Polen Capital Management

Q2 2026Position history →

Trim(125,801)(3.1%)6.9%$0.80B

Bridgewater Associates

Q2 2026Position history →

Trim(826,808)(17.6%)3.2%$0.77B

Maverick Capital

Q2 2026Position history →

Trim(118,134)(3.7%)5.5%$0.61B

SCGE Management

Q2 2026Position history →

Trim(659,100)(21.7%)8.1%$0.48B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(170,323)(8.6%)8.3%$0.36B

Jericho Capital Asset Management

Q2 2026Position history →

Trim(128,000)(7.8%)2.5%$0.30B

Jensen Investment Management

Q2 2026Position history →

Trim(434,528)(26.6%)5.8%$0.24B

Soros Fund Management

Q2 2026Position history →

Trim(8,571)(0.8%)2.8%$0.21B

Patient Capital Management

Q2 2026Position history →

Trim(1,528)(0.2%)4.7%$0.14B

Whale Rock Capital Management

Q2 2026Position history →

Trim(663,924)(63.8%)0.61%$0.08B

Q2 2026Position history →

Trim(953,424)(87.0%)0.82%$0.03B

Light Street Capital Management

Q2 2026Position history →

Trim(135,494)(49.8%)3.2%$0.03B

Luxor Capital Group

Q2 2026Position history →

Trim(86,400)(91.1%)0.18%$<0.01B

Matrix Asset Advisors

Q2 2026Position history →

Trim(1,765)(22.5%)0.10%$<0.01B

Causeway Capital Management

Q2 2026Position history →

Trim(22)(0.6%)0.01%$<0.01B

Q2 2026Position history →

Trim(117)(3.8%)0.08%$<0.01B

Century Management

Q2 2026Position history →

Trim(75)(4.8%)0.06%$<0.01B

Glynn Capital Management

Q2 2026Position history →

Trim(125)(14.1%)0.04%$<0.01B

Dragoneer Investment Group

Q2 2026Position history →

Exit(3,728,387)(100.0%)exited$0.65B

Q2 2026Position history →

Exit(190,000)(100.0%)exited$0.03B

Owl Creek Asset Management

Q2 2026Position history →

Exit(20,977)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.