NVIDIA CORP · CUSIP 67066G104 · CIK 1950490
As of 2026-06-30, Panoramic Capital, LLC reported 65.27K NVDA (shares), valued at $13.06M, or 5.62% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 161.22%; reported value increased 199.70%, and weight changed +2.56 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 | 5.62% | 65,268 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.06% | 24,986 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 10.47% | 98,086 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.77% | 31,920 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 10.50% | 86,250 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.69% | 12,500 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 6.29% | 58,868 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 6.29% | 58,868 | $7.91M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.69% | 12,500 | $1.35M | Shares decreased 78.77%; reported value decreased 82.86%, and weight changed -4.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 10.50% | 86,250 | $13.63M | Shares increased 590.00%; reported value increased 905.84%, and weight changed +8.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.77% | 31,920 | $5.96M | Shares decreased 62.99%; reported value decreased 56.29%, and weight changed -6.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 10.47% | 98,086 | $18.29M | Shares increased 207.29%; reported value increased 207.16%, and weight changed +6.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 3.06% | 24,986 | $4.36M | Shares decreased 74.53%; reported value decreased 76.18%, and weight changed -7.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 5.62% | 65,268 | $13.06M | Shares increased 161.22%; reported value increased 199.70%, and weight changed +2.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
Take these holdings further.
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Sources, coverage & how to read this data
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.