NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionShira Ridge Wealth Management
Latest Disclosed Ownership6,891 shares
Latest Disclosed Value $ 1,201,856
Shira Ridge Wealth Management reports 0.92% increase in ownership of NVDA / NVIDIA Corporation

On April 13, 2026 - Shira Ridge Wealth Management filed a 13F-HR form disclosing ownership of 6,891 shares of NVIDIA Corporation (MX:NVDA) valued at $1,201,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,828 shares of NVIDIA Corporation. This represents a change in shares of 0.92% 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)
2026-04-13 2026-03-31 13F NVIDIA COM 67066G104 6,891 63 0.92 1,202 -5.66 0.4756
2026-01-12 2025-12-31 13F NVIDIA COM 67066G104 6,828 -137 -1.97 1,273 -2.00 0.5116
2025-10-20 2025-09-30 13F NVIDIA COM 67066G104 6,965 181 2.67 1,300 21.29 0.5515
2025-07-10 2025-06-30 13F NVIDIA COM 67066G104 6,784 164 2.48 1,072 49.37 0.4896
2025-04-15 2025-03-31 13F NVIDIA COM 67066G104 6,620 290 4.58 718 -15.65 0.3578
2025-01-14 2024-12-31 13F NVIDIA COM 67066G104 6,330 914 16.88 850 29.38 0.4159
2024-10-10 2024-09-30 13F NVIDIA COM 67066G104 5,416 100 1.88 658 0.15 0.3354
2024-07-12 2024-06-30 13F NVIDIA COM 67066G104 5,316 4,783 897.37 657 36.38 0.3659
2024-04-18 2024-03-31 13F NVIDIA COM 67066G104 533 82 18.18 482 115.70 0.2756
2024-01-10 2023-12-31 13F NVIDIA COM 67066G104 451 451 223 0.1341
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.