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SIRIOS CAPITAL MANAGEMENT L P: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIRIOS CAPITAL MANAGEMENT L P on NVDA, newest first. How the timeline and the estimate are built.

SIRIOS CAPITAL MANAGEMENT L P held 86,282 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 86,282 shares
    Change vs previous 13F +44,946 shares

    2.1% of the 13F portfolio, value $17,264,165.

    13F-HR 0001104883-26-000008 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 41,336 shares
    Change vs previous 13F +3,017 shares

    0.87% of the 13F portfolio, value $7,208,998.

    13F-HR 0001104883-26-000005 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 38,319 shares
    Change vs previous 13F -27,123 shares

    0.89% of the 13F portfolio, value $7,146,494.

    13F-HR 0001104883-26-000003 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 65,442 shares
    Change vs previous 13F -50,279 shares

    1.59% of the 13F portfolio, value $12,210,168.

    13F-HR 0001104883-25-000015 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 115,721 shares
    Change vs previous 13F -19,536 shares

    2.65% of the 13F portfolio, value $18,282,761.

    13F-HR 0001104883-25-000010 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 135,257 shares
    Change vs previous 13F +23,943 shares

    2.62% of the 13F portfolio, value $14,659,154.

    13F-HR 0001104883-25-000006 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 111,314 shares
    Change vs previous 13F -31,191 shares

    2.68% of the 13F portfolio, value $14,948,357.

    13F-HR 0001104883-25-000004 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 142,505 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $17,305,807.

    13F-HR 0001104883-24-000012 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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