SEC 13F Intelligence

Vulcan Value Partners, LLC / NVDA

Vulcan Value Partners, LLC’s Nvidia Corporation Position

Does Vulcan Value Partners, LLC own Nvidia Corporation (NVDA)? Not currently — the last reported position was 912.5K shares worth $138M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$138M
Q2 2022
Shares
912.5K
% of Portfolio
+1.35%
Quarters Held
12
position exited

Position History NVDA

Reported value by quarter
Q1 ’19: $410MQ1 ’19Q2 ’19: $633MQ3 ’19: $699MQ3 ’19Q4 ’19: $699MQ1 ’20: $312MQ1 ’20Q2 ’20: $421MQ1 ’21: $756MQ1 ’21Q2 ’21: $936MQ3 ’21: $672MQ3 ’21Q4 ’21: $579MQ1 ’22: $571MQ1 ’22Q2 ’22: $138Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022912.5K$138M+1.35%
Q1 20222.09M$571M+3.51%
Q4 20211.97M$579M+2.96%
Q3 20213.24M$672M+3.61%
Q2 20211.17M$936M+5.08%
Q1 20211.42M$756M+4.46%
Q2 20201.11M$421M+3.31%
Q1 20201.18M$312M+3.23%
Q4 20192.97M$699M+5.37%
Q3 20194.02M$699M+5.92%
Q2 20193.85M$633M+5.63%
Q1 20192.29M$410M+3.54%

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