How many shares of NVDA does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 3M shares of NVDA (NVIDIA CORP).

What is &PARTNERS's NVDA position worth?

As of 2026-Q2, &PARTNERS's NVDA position is worth $598.4M.

In 2026-Q2, &PARTNERS increased their NVDA position (+13.1% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in NVDA in 2021-Q4. They have held the position across 15 quarters.

Position history for &PARTNERS's holdings in NVIDIA CORP

Current Value

$598.4M

Current Shares

Total Value Change

+$598.2M

Total Shares Change

+3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3M	+13.1%	$598.4M	2.5%	$200.09	61
2026-Q1	Increased	2.6M	+6.7%	$460.2M	2.3%	$180.05	57
2025-Q4	Increased	2.5M	+29.1%	$462.1M	2.4%	$187.54	67
2025-Q3	Increased	1.9M	+35.7%	$353.5M	2.3%	$181.84	69
2025-Q2	Increased	1.4M	+29.6%	$223.5M	1.7%	$157.73	61
2025-Q1	Increased	1.1M	+9.4%	$119.5M	1.3%	$109.65	52
2024-Q4	Increased	997,703	+41.4%	$144.1M	1.7%	$137.45	64
2024-Q3	Increased	705,692	+66.3%	$85.6M	1.7%	$121.36	69
2024-Q2	Increased	424,420	+3014.6%	$52.4M	2.3%	$123.49	81
2024-Q1	Increased	13,627	+215.9%	$12.3M	1.7%	$90.31	71
2023-Q4	Increased	4,313	+402.7%	$2.1M	0.5%	$49.49	59
2023-Q3	Increased	858	+24.4%	$373,221	0.2%	$43.47	35
2023-Q2	New	690	-	$291,884	0.1%	$40.79	39
2022-Q1	Exited	0	-100.0%	$0	0.0%	$27.64	0
2021-Q4	New	696	-	$205,000	0.1%	$29.53	38