SEC 13F Intelligence

Fire Capital Management LLC / NVDA

Fire Capital Management LLC’s Nvidia Corporation Position

Does Fire Capital Management LLC own Nvidia Corporation (NVDA)? Yes — 174.0K shares worth $30M (+14.21% of its 13F portfolio) as of Q1 2026, up from 99.5K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
174.0K
% of Portfolio
+14.21%
Quarters Held
5
currently held

Position History NVDA

Reported value by quarter
Q1 ’25: $12MQ1 ’25Q2 ’25: $17MQ2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.0K$30M+14.21%
Q4 202599.5K$19M+9.26%
Q3 202597.2K$18M+10.42%
Q2 2025109.9K$17M+11.02%
Q1 2025111.0K$12M+8.85%

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