Back to FIRST MANHATTAN CO. LLC.

NVDA
Showing 8 of 30 quarters

Position history for FIRST MANHATTAN CO. LLC.'s holdings in NVIDIA CORPORATION

FIRST MANHATTAN CO. LLC. holds 2.5M shares of NVDA (NVIDIA CORPORATION), worth $443.5M as of 2026-Q1. The position was increased (+25.1% shares). NVDA represents 1.2% of FIRST MANHATTAN CO. LLC.'s portfolio.

Current Value

$443.5M

Current Shares

2.5M

Total Value Change

+$382.7M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+25.1%
$443.5M1.2%$180.05
60
2025-Q4
Increased
2M
+0.6%
$379.1M1.0%$187.54
44
2025-Q3
Increased
2M
+2.8%
$377.1M1.0%$181.84
45
2025-Q2
Increased
2M
+7.2%
$310.7M0.9%$157.73
47
2025-Q1
Increased
1.8M
+11.4%
$198.8M0.6%$109.65
48
2024-Q4
Increased
1.6M
+26.6%
$221.8M0.7%$137.45
53
2024-Q3
Increased
1.3M
+164.3%
$158.1M0.5%$121.36
59
2024-Q2
Increased
492,500
+905.4%
$60.8M0.2%$123.49
57

Other major holders of NVDA: VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used