Back to VA Value Aligned Research Advisors, LLC

NVDANVDA
Showing 8 of 12 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in NVIDIA CORPORATION

Yes. Value Aligned Research Advisors holds 800,769 shares of NVDA (NVIDIA), worth $160.2M, as of its Q2 2026 13F filing. It reduced the position by 52,927 shares (-6.2%) from Q1 2026. Value Aligned Research Advisors has held NVDA since Q2 2024, across 9 quarterly 13F filings. NVDA is 0.4% of Value Aligned Research Advisors' reported 13F portfolio.

Current Value

$160.2M

Current Shares

800,769

Total Value Change

+$154.5M

Total Shares Change

+757,766

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
800,769
-6.2%
$160.2M0.4%$199.87
0
2026-Q1
Increased
853,696
+777.8%
$148.9M0.7%$174.00
69
2025-Q4
Unchanged
97,259
0.0%
$18.1M0.2%$186.06
0
2025-Q3
Decreased
97,259
-26.0%
$18.1M0.2%$186.13
0
2025-Q2
Increased
131,430
+435.0%
$20.8M0.4%$157.60
56
2025-Q1
Increased
24,566
+90.1%
$2.7M0.2%$108.11
50
2024-Q4
Decreased
12,921
-70.0%
$1.7M0.5%$133.94
0
2024-Q3
Increased
43,003
+145.8%
$5.8M1.5%$121.12
70

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used