South Street Advisors LLC / NVDA
South Street Advisors LLC’s Nvidia Corporation Position
Does South Street Advisors LLC own Nvidia Corporation (NVDA)? Yes — 337.8K shares worth $59M (+8.54% of its 13F portfolio) as of Q1 2026, down from 341.4K shares the prior filed quarter.
Position Value
$59M
Q1 2026
Shares
337.8K
% of Portfolio
+8.54%
Quarters Held
30
currently held
Position History NVDA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 337.8K | $59M | +8.54% |
| Q4 2025 | 341.4K | $64M | +8.94% |
| Q3 2025 | 374.0K | $70M | +9.15% |
| Q2 2025 | 370.2K | $58M | +8.67% |
| Q1 2025 | 379.9K | $41M | +6.73% |
| Q4 2024 | 403.4K | $54M | +8.30% |
| Q3 2024 | 423.1K | $51M | +7.80% |
| Q2 2024 | 453.7K | $56M | +8.50% |
| Q1 2024 | 53.2K | $48M | +7.67% |
| Q4 2023 | 77.6K | $38M | +7.18% |
| Q3 2023 | 78.1K | $34M | +6.83% |
| Q2 2023 | 77.9K | $33M | +6.54% |
| Q1 2023 | 98.0K | $27M | +5.59% |
| Q4 2022 | 97.9K | $14M | +3.16% |
| Q3 2022 | 98.3K | $12M | +2.94% |
| Q2 2022 | 98.9K | $15M | +3.42% |
| Q1 2022 | 114.0K | $31M | +5.89% |
| Q4 2021 | 115.9K | $34M | +5.97% |
| Q3 2021 | 123.1K | $25M | +4.86% |
| Q2 2021 | 34.6K | $28M | +5.14% |
| Q1 2021 | 38.0K | $20M | +6.44% |
| Q4 2020 | 38.7K | $20M | +4.29% |
| Q3 2020 | 46.1K | $25M | +6.03% |
| Q2 2020 | 48.4K | $18M | +4.92% |
| Q1 2020 | 54.8K | $14M | +4.76% |
| Q4 2019 | 47.0K | $11M | +2.87% |
| Q3 2019 | 44.1K | $8M | +2.24% |
| Q2 2019 | 43.7K | $7M | +2.14% |
| Q1 2019 | 43.9K | $8M | +2.39% |
| Q4 2018 | 41.3K | $6M | +1.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of NVDA.