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LOCUST WOOD CAPITAL ADVISERS, LLC: NVDA position timeline

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

LOCUST WOOD CAPITAL ADVISERS, LLC held 1,332,863 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,332,863 shares
    Change vs previous 13F +155,635 shares

    6.46% of the 13F portfolio, value $266,692,472.

    13F-HR 0001349434-26-000005 filed by LOCUST WOOD CAPITAL ADVISERS, 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/A 1,177,228 shares
    Change vs previous 13F +256,521 shares

    5.59% of the 13F portfolio, value $205,308,570.

    13F-HR/A 0001349434-26-000004 filed by LOCUST WOOD CAPITAL ADVISERS, 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 920,707 shares
    Change vs previous 13F +203,042 shares

    4.3% of the 13F portfolio, value $171,711,863.

    13F-HR 0001349434-26-000001 filed by LOCUST WOOD CAPITAL ADVISERS, 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 717,665 shares
    Change vs previous 13F -21,268 shares

    3.66% of the 13F portfolio, value $133,901,938.

    13F-HR 0001349434-25-000005 filed by LOCUST WOOD CAPITAL ADVISERS, 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 738,933 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $116,744,025.

    13F-HR 0001349434-25-000003 filed by LOCUST WOOD CAPITAL ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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