Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

NVDANVDA
2 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in NVIDIA CORP

Orbis Allan Gray Ltd holds 2.5M shares of NVDA (NVIDIA CORP), worth $490.3M as of 2026-Q2. The position was increased (+17.3% shares). NVDA represents 1.7% of Orbis Allan Gray Ltd's portfolio.

Current Value

$490.3M

Current Shares

2.5M

Total Value Change

+$125.8M

Total Shares Change

+360,618

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.5M
+17.3%
$490.3M1.7%$200.09
58
2026-Q1
New
2.1M
-
$364.5M1.5%$180.05
71

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

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