NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionFirst Manhattan Co
Latest Disclosed Ownership2,542,978 shares
Latest Disclosed Value $ 443,516,982
First Manhattan Co reports 25.11% increase in ownership of NVDA / NVIDIA Corporation

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 2,542,978 shares of NVIDIA Corporation (MX:NVDA) valued at $443,516,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,032,646 shares of NVIDIA Corporation. This represents a change in shares of 25.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NVIDIA COM 67066G104 2,542,978 510,332 25.11 443,517 17.00 1.2299
2026-02-17 2025-12-31 13F NVIDIA COM 67066G104 2,032,646 11,793 0.58 379,088 0.54 0.9953
2025-11-14 2025-09-30 13F NVIDIA COM 67066G104 2,020,853 54,497 2.77 377,068 21.37 0.9959
2025-08-14 2025-06-30 13F NVIDIA COM 67066G104 1,966,356 131,897 7.19 310,681 56.25 0.8772
2025-05-15 2025-03-31 13F NVIDIA COM 67066G104 1,834,459 187,432 11.38 198,833 -10.35 0.5801
2025-02-14 2024-12-31 13F NVIDIA COM 67066G104 1,647,027 345,528 26.55 221,783 40.31 0.6505
2024-11-14 2024-09-30 13F NVIDIA COM 67066G104 1,301,499 808,999 164.26 158,063 159.79 0.4686
2024-08-15 2024-06-30 13F/A-1 NVIDIA COM 67066G104 492,500 443,515 905.41 60,843 37.45 0.1951
2024-08-14 2024-06-30 13F NVIDIA COM 67066G104 492,500 443,515 60,843 0.1951
2024-05-15 2024-03-31 13F NVIDIA COM 67066G104 48,985 3,807 8.43 44,266 97.84 0.1434
2024-02-13 2023-12-31 13F NVIDIA COM 67066G104 45,178 27,851 160.74 22,375 196.87 0.0776
2023-11-14 2023-09-30 13F NVIDIA COM 67066G104 17,327 106 0.62 7,537 3.47 0.0278
2023-08-14 2023-06-30 13F NVIDIA COM 67066G104 17,221 355 2.10 7,285 55.51 0.0267
2023-05-15 2023-03-31 13F NVIDIA COM 67066G104 16,866 439 2.67 4,685 95.17 0.0180
2023-02-14 2022-12-31 13F NVIDIA COM 67066G104 16,427 1,340 8.88 2,401 31.08 0.0088
2022-11-14 2022-09-30 13F NVIDIA COM 67066G104 15,087 90 0.60 1,831 -19.45 0.0078
2022-08-15 2022-06-30 13F NVIDIA COM 67066G104 14,997 -1,706 -10.21 2,273 -50.12 0.0092
2022-05-16 2022-03-31 13F NVIDIA COM 67066G104 16,703 -2,125 -11.29 4,557 -17.70 0.0149
2022-02-14 2021-12-31 13F NVIDIA COM 67066G104 18,828 -2,180 -10.38 5,537 27.23 0.0182
2021-11-15 2021-09-30 13F NVIDIA COM 67066G104 21,008 15,631 290.70 4,352 1.16 0.0160
2021-08-16 2021-06-30 13F NVIDIA COM 67066G104 5,377 -450 -7.72 4,302 38.28 0.0157
2021-05-14 2021-03-31 13F NVIDIA COM 67066G104 5,827 621 11.93 3,111 14.46 0.0134
2021-02-16 2020-12-31 13F NVIDIA COM 67066G104 5,206 65 1.26 2,718 -2.30 0.0130
2020-11-12 2020-09-30 13F NVIDIA COMMON 67066G104 5,141 780 17.89 2,782 68.00 0.0143
2020-08-14 2020-06-30 13F NVIDIA COMMON 67066G104 4,361 -1,242 -22.17 1,656 12.20 0.0096
2020-05-06 2020-03-31 13F NVIDIA COMMON 67066G104 5,603 -1,560 -21.78 1,476 -12.40 0.0096
2020-02-13 2019-12-31 13F NVIDIA COMMON 67066G104 7,163 5,756 409.10 1,685 590.57 0.0085
2019-11-13 2019-09-30 13F NVIDIA COMMON 67066G104 1,407 0 0.00 244 5.63 0.0013
2019-08-16 2019-06-30 13F NVIDIA COMMON 67066G104 1,407 0 0.00 231 -8.33 0.0013
2019-04-12 2019-03-31 13F NVIDIA COMMON 67066G104 1,407 964 217.61 252 327.12 0.0015
2019-01-30 2018-12-31 13F NVIDIA COMMON 67066G104 443 -250 -36.08 59 -69.59 0.0004
2018-10-15 2018-09-30 13F NVIDIA COMMON 67066G104 693 0 0.00 194 18.29 0.0010
2018-08-01 2018-06-30 13F NVIDIA COMMON 67066G104 693 300 76.34 164 80.22 0.0009
2018-04-20 2018-03-31 13F NVIDIA COMMON 67066G104 393 75 23.58 91 49.18 0.0005
2018-01-22 2017-12-31 13F NVIDIA COMMON 67066G104 318 77 31.95 61 41.86 0.0003
2017-10-25 2017-09-30 13F NVIDIA COMMON 67066G104 241 50 26.18 43 59.26 0.0002
2017-08-10 2017-06-30 13F/A-2 NVIDIA COMMON 67066G104 191 0 0.00 27 35.00 0.0002
2017-08-01 2017-06-30 13F/A-1 NVIDIA COMMON 67066G104 191 0 27 0.0002
2017-07-28 2017-06-30 13F NVIDIA COMMON 67066G104 191 0 27
2017-04-25 2017-03-31 13F/A-1 NVIDIA COMMON 67066G104 191 8 4.37 20 5.26 0.0001
2017-04-24 2017-03-31 13F NVIDIA COMMON 67066G104 183 12
2017-01-25 2016-12-31 13F NVIDIA COMMON 67066G104 183 0 0.00 19 58.33 0.0001
2016-10-20 2016-09-30 13F NVIDIA COMMON 67066G104 183 0 0.00 12 50.00 0.0001
2016-07-14 2016-06-30 13F NVIDIA COMMON 67066G104 183 0 0.00 8 33.33 0.0000
2016-04-22 2016-03-31 13F NVIDIA COMMON 67066G104 183 0 0.00 6 0.00 0.0000
2016-01-20 2015-12-31 13F NVIDIA COMMON 67066G104 183 0 0.00 6 50.00 0.0000
2015-10-26 2015-09-30 13F NVIDIA COMMON 67066G104 183 0 0.00 4 33.33 0.0000
2015-07-17 2015-06-30 13F NVIDIA COMMON 67066G104 183 183 3 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.