SEC 13F Intelligence

Brandywine Managers, LLC / NVDA

Brandywine Managers, LLC’s Nvidia Corporation Position

Does Brandywine Managers, LLC own Nvidia Corporation (NVDA)? Yes18.9K shares worth $3M (+1.94% of its 13F portfolio) as of Q1 2026, down from 19.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
18.9K
% of Portfolio
+1.94%
Quarters Held
25
currently held

Position History NVDA

Reported value by quarter
Q1 ’20: $211,000Q1 ’20Q2 ’20: $304,000Q3 ’20: $433,000Q4 ’20: $418,000Q1 ’21: $476,000Q1 ’21Q2 ’21: $713,000Q3 ’21: $738,000Q4 ’21: $1MQ1 ’22: $972,000Q1 ’22Q2 ’22: $540,000Q3 ’22: $433,000Q4 ’22: $520,843Q1 ’23: $989,972Q1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $3MQ4 ’24: $3MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.9K$3M+1.94%
Q4 202519.4K$4M+1.79%
Q3 202519.6K$4M+3.51%
Q2 202520.3K$3M+3.19%
Q1 202520.3K$2M+2.64%
Q4 202421.4K$3M+3.03%
Q3 202421.4K$3M+2.79%
Q2 202435.6K$4M+4.66%
Q1 20243.6K$3M+3.18%
Q4 20233.6K$2M+1.93%
Q3 20233.6K$2M+2.62%
Q2 20233.6K$2M+1.00%
Q1 20233.6K$989,972+0.70%
Q4 20223.6K$520,843+1.82%
Q3 20223.6K$433,000+1.42%
Q2 20223.6K$540,000+1.32%
Q1 20223.6K$972,000+1.68%
Q4 20213.6K$1M+1.19%
Q3 20213.6K$738,000+0.77%
Q2 2021891$713,000+0.81%
Q1 2021891$476,000+0.63%
Q4 2020800$418,000+0.57%
Q3 2020800$433,000+0.82%
Q2 2020800$304,000+1.25%
Q1 2020800$211,000+0.07%

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