SEC 13F Intelligence

Firetrail Investments Pty Ltd / NVDA

Firetrail Investments Pty Ltd’s Nvidia Corporation Position

Does Firetrail Investments Pty Ltd own Nvidia Corporation (NVDA)? Yes — 84.5K shares worth $15M (+5.03% of its 13F portfolio) as of Q1 2026, up from 80.6K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
84.5K
% of Portfolio
+5.03%
Quarters Held
7
currently held

Position History NVDA

Reported value by quarter
Q3 ’24: $20MQ3 ’24Q4 ’24: $26MQ4 ’24Q1 ’25: $22MQ1 ’25Q2 ’25: $31MQ2 ’25Q3 ’25: $36MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.5K$15M+5.03%
Q4 202580.6K$15M+4.95%
Q3 2025192.2K$36M+8.91%
Q2 2025195.6K$31M+8.04%
Q1 2025197.3K$22M+6.29%
Q4 2024190.7K$26M+7.70%
Q3 2024165.8K$20M+5.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of NVDA.