Back to AL Altimeter Capital Management, LP

NVDANVDA
17 quarters

Position history for ALAltimeter Capital Management, LP's holdings in NVIDIA CORP

Altimeter Capital Management, LP holds 9.4M shares of NVDA (NVIDIA CORP), worth $1.9B as of 2026-Q2. The position was increased (+0.8% shares). NVDA represents 19.2% of Altimeter Capital Management, LP's portfolio.

Current Value

$1.9B

Current Shares

9.4M

Total Value Change

+$1.9B

Total Shares Change

+9.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9.4M
+0.8%
$1.9B19.2%$200.09
65
2026-Q1
Increased
9.3M
+15.3%
$1.6B28.6%$180.05
74
2025-Q4
Increased
8.1M
+6.0%
$1.5B22.7%$187.54
69
2025-Q3
Decreased
7.6M
-7.4%
$1.4B18.8%$181.84
0
2025-Q2
Increased
8.3M
+15.4%
$1.3B18.8%$157.73
74
2025-Q1
Decreased
7.2M
-8.9%
$775M15.6%$109.65
0
2024-Q4
Increased
7.8M
+0.6%
$1.1B19.0%$137.45
63
2024-Q3
Increased
7.8M
+0.7%
$946.8M14.0%$121.36
63
2024-Q2
Increased
7.7M
+876.0%
$956.3M14.2%$123.49
100
2024-Q1
Decreased
793,145
-0.8%
$716.7M11.0%$90.31
0
2023-Q4
Increased
799,660
+3.5%
$396M6.6%$49.49
66
2023-Q3
Increased
772,210
+4.3%
$335.9M6.4%$43.47
66
2023-Q2
Unchanged
740,570
0.0%
$313.3M5.7%$40.79
0
2023-Q1
Increased
740,570
+67.3%
$205.7M4.5%$27.36
86
2022-Q4
New
442,670
-
$64.7M1.8%$14.60
70
2019-Q1
Exited
0
-100.0%
$00.0%$4.46
0
2018-Q4
New
160,000
-
$21.4M0.8%$3.31
57

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

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