SEC 13F Intelligence

Renaissance Investment Group LLC / NVDA

Renaissance Investment Group LLC’s Nvidia Corporation Position

Does Renaissance Investment Group LLC own Nvidia Corporation (NVDA)? Yes — 94.0K shares worth $19M (+3.70% of its 13F portfolio) as of Q2 2026, down from 95.1K shares the prior filed quarter.

Position Value
$19M
Q2 2026
Shares
94.0K
% of Portfolio
+3.70%
Quarters Held
9
currently held

Position History NVDA

Reported value by quarter
Q2 ’24: $11MQ2 ’24Q3 ’24: $10MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $15MQ2 ’25Q3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $17MQ2 ’26: $19MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202694.0K$19M+3.70%
Q1 202695.1K$17M+3.56%
Q4 202596.0K$18M+3.61%
Q3 202595.7K$18M+3.62%
Q2 202595.5K$15M+3.28%
Q1 202596.0K$10M+2.53%
Q4 202485.9K$12M+2.43%
Q3 202484.5K$10M+2.14%
Q2 202482.7K$11M+2.36%

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