Puzo Michael J’s Nvidia Corporation Position
Does Puzo Michael J own Nvidia Corporation (NVDA)? Yes — 107.1K shares worth $19M (+5.44% of its 13F portfolio) as of Q1 2026, down from 109.0K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
107.1K
% of Portfolio
+5.44%
Quarters Held
18
currently held
Position History NVDA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 107.1K | $19M | +5.44% |
| Q4 2025 | 109.0K | $20M | +5.53% |
| Q3 2025 | 112.0K | $21M | +5.70% |
| Q2 2025 | 118.3K | $19M | +5.32% |
| Q1 2025 | 124.7K | $14M | +3.87% |
| Q4 2024 | 125.7K | $17M | +4.72% |
| Q3 2024 | 137.6K | $17M | +4.37% |
| Q2 2024 | 144.0K | $18M | +4.94% |
| Q1 2024 | 15.7K | $14M | +3.94% |
| Q4 2023 | 16.3K | $8M | +2.56% |
| Q3 2023 | 16.4K | $7M | +2.42% |
| Q2 2023 | 16.5K | $7M | +2.21% |
| Q1 2023 | 16.5K | $5M | +1.53% |
| Q4 2022 | 13.4K | $2M | +0.70% |
| Q3 2022 | 12.6K | $2M | +0.58% |
| Q2 2022 | 13.3K | $2M | +0.72% |
| Q1 2022 | 6.1K | $2M | +0.50% |
| Q4 2021 | 1.2K | $348,000 | +0.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puzo Michael J’s full portfolio or all institutional holders of NVDA.