Meritage Portfolio Management / NVDA
Meritage Portfolio Management’s Nvidia Corporation Position
Does Meritage Portfolio Management own Nvidia Corporation (NVDA)? Yes — 293.7K shares worth $55M (+3.64% of its 13F portfolio) as of Q4 2025, down from 299.3K shares the prior filed quarter.
Position Value
$55M
Q4 2025
Shares
293.7K
% of Portfolio
+3.64%
Quarters Held
28
currently held
Position History NVDA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 293.7K | $55M | +3.64% |
| Q3 2025 | 299.3K | $56M | +3.72% |
| Q2 2025 | 319.1K | $50M | +3.19% |
| Q1 2025 | 386.9K | $42M | +2.78% |
| Q4 2024 | 287.8K | $39M | +2.40% |
| Q3 2024 | 233.0K | $28M | +1.73% |
| Q2 2024 | 135.7K | $17M | +1.06% |
| Q1 2024 | 7.6K | $7M | +0.44% |
| Q4 2023 | 7.9K | $4M | +0.26% |
| Q3 2023 | 7.7K | $3M | +0.25% |
| Q2 2023 | 8.2K | $3M | +0.25% |
| Q1 2023 | 7.8K | $2M | +0.16% |
| Q4 2022 | 7.0K | $1M | +0.08% |
| Q3 2022 | 7.5K | $905,000 | +0.07% |
| Q2 2022 | 6.7K | $1M | +0.08% |
| Q1 2022 | 82.1K | $22M | +1.39% |
| Q4 2021 | 6.5K | $2M | +0.11% |
| Q3 2021 | 6.5K | $1M | +0.08% |
| Q2 2021 | 1.4K | $1M | +0.07% |
| Q1 2021 | 1.4K | $729,000 | +0.05% |
| Q4 2020 | 1.3K | $678,000 | +0.05% |
| Q3 2020 | 1.3K | $691,000 | +0.06% |
| Q2 2020 | 1.3K | $495,000 | +0.05% |
| Q1 2020 | 1.3K | $344,000 | +0.05% |
| Q4 2019 | 1.4K | $318,000 | +0.03% |
| Q3 2019 | 1.2K | $216,000 | +0.02% |
| Q2 2019 | 1.2K | $204,000 | +0.02% |
| Q1 2019 | 1.2K | $223,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of NVDA.