NVIDIA CORP · CUSIP 67066G104 · CIK 1768744
As of 2026-06-30, Munro Partners reported 1.48M NVDA (shares), valued at $296.79M, or 6.74% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 10.31%; reported value increased 2.91%, and weight changed -3.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.74% | 1,483,301 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 9.77% | 1,653,751 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 9.07% | 1,742,521 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 8.17% | 1,598,276 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 9.90% | 2,013,346 | SEC filing ↗Filed Oct 15, 2025Amended |
| Q1 2025 | 7.07% | 1,372,666 | SEC filing ↗Filed Oct 14, 2025 |
| Q4 2024 | 7.38% | 1,582,247 | SEC filing ↗Filed Oct 15, 2025 |
| Q3 2024 | 7.91% | 1,788,882 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2024 | 11.17% | 2,440,728 | SEC filing ↗Filed Oct 21, 2025 |
| Q1 2024 | 11.63% | 358,966 | SEC filing ↗Filed Oct 21, 2025 |
| Q4 2023 | 8.46% | 370,646 | SEC filing ↗Filed Oct 28, 2025 |
| Q3 2023 | 8.22% | 374,466 | SEC filing ↗Filed Oct 28, 2025 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.22% | 374,466 | $162.89M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2023 | 8.46% | 370,646 | $183.55M | Shares decreased 1.02%; reported value increased 12.68%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q1 2024 | 11.63% | 358,966 | $324.35M | Shares decreased 3.15%; reported value increased 76.71%, and weight changed +3.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q2 2024 | 11.17% | 2,440,728 | $301.53M | Shares increased 579.93%; reported value decreased 7.04%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q3 2024 | 7.91% | 1,788,882 | $217.24M | Shares decreased 26.71%; reported value decreased 27.95%, and weight changed -3.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2024 | 7.38% | 1,582,247 | $212.48M | Shares decreased 11.55%; reported value decreased 2.19%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q1 2025 | 7.07% | 1,372,666 | $148.77M | Shares decreased 13.25%; reported value decreased 29.98%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q2 2025 | 9.90% | 2,013,346 | $318.09M | Shares increased 46.67%; reported value increased 113.81%, and weight changed +2.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q3 2025 | 8.17% | 1,598,276 | $298.21M | Shares decreased 20.62%; reported value decreased 6.25%, and weight changed -1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 9.07% | 1,742,521 | $324.98M | Shares increased 9.03%; reported value increased 8.98%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 9.77% | 1,653,751 | $288.41M | Shares decreased 5.09%; reported value decreased 11.25%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 6.74% | 1,483,301 | $296.79M | Shares decreased 10.31%; reported value increased 2.91%, and weight changed -3.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.