SEC 13F Intelligence

Kinetic Partners Management, LP / NVDA

Kinetic Partners Management, LP’s Nvidia Corporation Position

Does Kinetic Partners Management, LP own Nvidia Corporation (NVDA)? Yes — 880.7K shares worth $154M (+8.59% of its 13F portfolio) as of Q1 2026, down from 883.9K shares the prior filed quarter.

Position Value
$154M
Q1 2026
Shares
880.7K
% of Portfolio
+8.59%
Quarters Held
8
currently held

Position History NVDA

Reported value by quarter
Q2 ’24: $18MQ2 ’24Q3 ’24: $40MQ3 ’24Q4 ’24: $69MQ4 ’24Q1 ’25: $88MQ1 ’25Q2 ’25: $114MQ2 ’25Q3 ’25: $143MQ3 ’25Q4 ’25: $165MQ4 ’25Q1 ’26: $154MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026880.7K$154M+8.59%
Q4 2025883.9K$165M+8.00%
Q3 2025765.3K$143M+6.92%
Q2 2025722.9K$114M+6.25%
Q1 2025815.8K$88M+6.34%
Q4 2024513.5K$69M+4.54%
Q3 2024328.3K$40M+2.77%
Q2 2024149.0K$18M+1.34%

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