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FIRST MANHATTAN CO. LLC.: NVDA position timeline

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

FIRST MANHATTAN CO. LLC. held 2,531,922 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,531,922 shares
    Change vs previous 13F -11,056 shares

    1.29% of the 13F portfolio, value $506,612,344.

    13F-HR 0000728083-26-000007 filed by FIRST MANHATTAN CO. LLC.
    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 2,542,978 shares
    Change vs previous 13F +510,332 shares

    1.23% of the 13F portfolio, value $443,516,982.

    13F-HR 0000728083-26-000005 filed by FIRST MANHATTAN CO. LLC.
    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 2,032,646 shares
    Change vs previous 13F +11,793 shares

    1% of the 13F portfolio, value $379,088,486.

    13F-HR 0000728083-26-000002 filed by FIRST MANHATTAN CO. LLC.
    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 2,020,853 shares
    Change vs previous 13F +54,497 shares

    1% of the 13F portfolio, value $377,067,934.

    13F-HR 0000728083-25-000015 filed by FIRST MANHATTAN CO. LLC.
    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 1,966,356 shares
    Change vs previous 13F +131,897 shares

    0.88% of the 13F portfolio, value $310,681,211.

    13F-HR 0000728083-25-000010 filed by FIRST MANHATTAN CO. LLC.
    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 1,834,459 shares
    Change vs previous 13F +187,432 shares

    0.58% of the 13F portfolio, value $198,833,487.

    13F-HR 0001750312-25-000007 filed by FIRST MANHATTAN CO. LLC.
    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 1,647,027 shares
    Change vs previous 13F +345,528 shares

    0.65% of the 13F portfolio, value $221,783,026.

    13F-HR 0000728083-25-000003 filed by FIRST MANHATTAN CO. LLC.
    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 1,301,499 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $158,063,200.

    13F-HR 0001172661-24-004939 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

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