SEC 13F Intelligence

Alley Investment Management Company, LLC / NVDA

Alley Investment Management Company, LLC’s Nvidia Corporation Position

Does Alley Investment Management Company, LLC own Nvidia Corporation (NVDA)? Yes — 104.3K shares worth $18M (+2.22% of its 13F portfolio) as of Q1 2026, down from 104.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
104.3K
% of Portfolio
+2.22%
Quarters Held
7
currently held

Position History NVDA

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $17MQ2 ’25Q3 ’25: $20MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.3K$18M+2.22%
Q4 2025104.8K$20M+2.29%
Q3 2025105.6K$20M+2.29%
Q2 2025105.3K$17M+2.01%
Q1 202587.5K$9M+1.19%
Q4 202459.0K$8M+1.00%
Q3 202457.8K$7M+0.89%

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