Skip to content
Disclosery

Palestra Capital Management LLC: NVDA position timeline

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

Palestra Capital Management LLC held 390,320 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 390,320 shares
    Change vs previous 13F +207,632 shares

    2.65% of the 13F portfolio, value $78,099,129.

    13F-HR 0001214659-26-010411 filed by Palestra Capital Management 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 182,688 shares
    Change vs previous 13F -21,448 shares

    1.25% of the 13F portfolio, value $31,860,787.

    13F-HR 0001214659-26-006485 filed by Palestra Capital Management 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 204,136 shares
    Change vs previous 13F -372,403 shares

    1.35% of the 13F portfolio, value $38,071,364.

    13F-HR 0001172661-26-001099 filed by Palestra Capital Management 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 576,539 shares
    Change vs previous 13F +576,539 shares

    3.53% of the 13F portfolio, value $107,570,647.

    13F-HR 0001172661-25-005028 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -261,777 shares

    13F-HR 0001172661-25-002360 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 261,777 shares
    Change vs previous 13F -77,225 shares

    0.96% of the 13F portfolio, value $35,154,033.

    13F-HR 0001172661-25-001248 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 339,002 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $41,168,403.

    13F-HR 0001172661-24-005194 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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