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Disclosery

Carmignac Gestion: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmignac Gestion on NVDA, newest first. How the timeline and the estimate are built.

Carmignac Gestion held 4,795,726 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,795,726 shares
    Change vs previous 13F +229,282 shares

    12.45% of the 13F portfolio, value $959,396,656.

    13F-HR 0000945621-26-001046 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,566,444 shares
    Change vs previous 13F +931,338 shares

    12.23% of the 13F portfolio, value $796,005,230.

    13F-HR 0000945621-26-000828 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,635,106 shares
    Change vs previous 13F +186,852 shares

    9.17% of the 13F portfolio, value $677,986,269.

    13F-HR 0000945621-26-000299 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,448,254 shares
    Change vs previous 13F -285,731 shares

    9.59% of the 13F portfolio, value $643,261,644.

    13F-HR 0000945621-25-001089 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,733,985 shares
    Change vs previous 13F -236,425 shares

    9.08% of the 13F portfolio, value $589,924,948.

    13F-HR 0000945621-25-000748 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,970,410 shares
    Change vs previous 13F +1,557,435 shares

    7.07% of the 13F portfolio, value $430,367,360.

    13F-HR 0000945621-25-000472 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,412,975 shares
    Change vs previous 13F +265,339 shares

    5.16% of the 13F portfolio, value $324,091,872.

    13F-HR 0000945621-25-000179 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,147,636 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $260,807,123.

    13F-HR 0000945621-24-000930 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).