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NVDANVDA
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Position history for Atreides Management, LPAtreides Management, LP's holdings in NVIDIA CORPORATION

Atreides Management, LP holds 1.2M shares of NVDA (NVIDIA CORPORATION), worth $250M as of 2026-Q2. The position was increased (+0.1% shares). NVDA represents 1.7% of Atreides Management, LP's portfolio.

Current Value

$250M

Current Shares

1.2M

Total Value Change

+$132.3M

Total Shares Change

+163,663

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+0.1%
$250M1.7%$199.87
49
2026-Q1
Decreased
1.2M
-35.1%
$217.8M4.4%$174.00
0
2025-Q4
Increased
1.9M
+235.0%
$359.1M4.4%$186.06
93
2025-Q3
Decreased
574,723
-16.7%
$107.2M2.1%$186.13
0
2025-Q2
Decreased
689,813
-36.5%
$109M3.0%$157.60
0
2025-Q1
New
1.1M
-
$117.7M3.6%$108.11
84

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

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