Question 1

How many shares of NVDA does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT holds 848,217 shares of NVDA (NVIDIA CORP).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's NVDA position worth?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT's NVDA position is worth $169.7M.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling NVDA?

Accepted Answer

In 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT decreased their NVDA position (-4.7% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy NVDA?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in NVDA in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	848,217	-4.7%	$169.7M	1.3%	$200.09	0
2026-Q1	Increased	889,790	+10.9%	$155.2M	1.1%	$180.05	53
2025-Q4	Increased	802,128	+8.9%	$149.6M	1.2%	$187.54	52
2025-Q3	Decreased	736,703	-12.7%	$137,454	1.2%	$181.84	0
2025-Q2	Increased	843,607	+25.8%	$133,280	1.4%	$157.73	43
2025-Q1	Increased	670,700	+1.2%	$72.7M	1.3%	$109.65	47
2024-Q4	Increased	662,594	+10.6%	$89M	1.8%	$137.45	52
2024-Q3	Decreased	598,920	-10.5%	$72,732	2.4%	$121.36	0