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Disclosery

Third Point LLC: NVDA position timeline

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

Third Point LLC held 0 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 0 shares
    Change vs previous 13F -190,000 shares

    13F-HR 0001040273-26-000003 filed by Third Point 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.

  2. period ended2026-03-31
    13F 190,000 shares
    Change vs previous 13F -2,760,000 shares

    1.59% of the 13F portfolio, value $33,136,000.

    13F-HR 0001040273-26-000002 filed by Third Point 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 2,950,000 shares
    Change vs previous 13F +100,000 shares

    7.56% of the 13F portfolio, value $550,175,000.

    13F-HR 0001040273-26-000001 filed by Third Point 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 2,850,000 shares
    Change vs previous 13F +50,000 shares

    6.34% of the 13F portfolio, value $531,753,000.

    13F-HR 0001040273-25-000003 filed by Third Point 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 2,800,000 shares
    Change vs previous 13F +1,350,000 shares

    5.81% of the 13F portfolio, value $442,372,000.

    13F-HR 0001085146-25-005277 filed by Third Point 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 1,450,000 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $157,151,000.

    13F-HR 0001085146-25-003337 filed by Third Point LLC
    Filed (acceptance time not in the bulk data set), ingested

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