SEC 13F Intelligence

Jag Capital Management, LLC / NVDA

Jag Capital Management, LLC’s Nvidia Corporation Position

Does Jag Capital Management, LLC own Nvidia Corporation (NVDA)? Yes — 400.9K shares worth $70M (+7.86% of its 13F portfolio) as of Q1 2026, up from 382.4K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
400.9K
% of Portfolio
+7.86%
Quarters Held
27
currently held

Position History NVDA

Reported value by quarter
Q3 ’19: $14MQ3 ’19Q4 ’19: $21MQ1 ’20: $22MQ2 ’20: $31MQ3 ’20: $32MQ3 ’20Q4 ’20: $32MQ1 ’21: $33MQ2 ’21: $37MQ3 ’21: $39MQ3 ’21Q4 ’21: $48MQ1 ’22: $29MQ2 ’22: $11MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $6MQ2 ’23: $8MQ3 ’23: $18MQ3 ’23Q4 ’23: $17MQ1 ’24: $34MQ2 ’24: $42MQ3 ’24: $54MQ3 ’24Q4 ’24: $40MQ1 ’25: $43MQ2 ’25: $65MQ3 ’25: $73MQ3 ’25Q4 ’25: $71MQ1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026400.9K$70M+7.86%
Q4 2025382.4K$71M+7.73%
Q3 2025388.7K$73M+7.94%
Q2 2025409.3K$65M+7.23%
Q1 2025394.7K$43M+5.70%
Q4 2024296.2K$40M+5.55%
Q3 2024445.5K$54M+6.53%
Q2 2024337.2K$42M+5.71%
Q1 202437.1K$34M+4.75%
Q4 202335.3K$17M+2.68%
Q3 202340.7K$18M+2.14%
Q2 202318.9K$8M+0.92%
Q1 202323.0K$6M+0.81%
Q4 202222.9K$3M+0.47%
Q3 202222.8K$3M+0.39%
Q2 202269.6K$11M+1.30%
Q1 202253.6K$29M+2.83%
Q4 2021164.8K$48M+3.71%
Q3 2021188.6K$39M+3.04%
Q2 202146.5K$37M+2.92%
Q1 202160.9K$33M+2.87%
Q4 202061.2K$32M+2.88%
Q3 202060.0K$32M+3.36%
Q2 202081.7K$31M+3.63%
Q1 202083.1K$22M+3.23%
Q4 201987.8K$21M+2.35%
Q3 201980.3K$14M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jag Capital Management, LLC’s full portfolio or all institutional holders of NVDA.