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NVDA
5 quarters

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

Atreides Management, LP holds 1.2M shares of NVDA (NVIDIA CORPORATION), worth $217.8M as of 2026-Q1. The position was decreased (-35.1% shares). NVDA represents 4.4% of Atreides Management, LP's portfolio.

Current Value

$217.8M

Current Shares

1.2M

Total Value Change

+$100.1M

Total Shares Change

+162,964

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-35.1%
$217.8M4.4%$180.05
0
2025-Q4
Increased
1.9M
+235.0%
$359.1M4.4%$187.54
93
2025-Q3
Decreased
574,723
-16.7%
$107.2M2.1%$181.84
0
2025-Q2
Decreased
689,813
-36.5%
$109M3.0%$157.73
0
2025-Q1
New
1.1M
-
$117.7M3.6%$109.65
84

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

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