C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  NVIDIA Corp. (NVDA)
← All NVDA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 1.35 $11.95–19.27 · VW $15.25i SEC
2022   Q2 9,124,760 1.35 Reduce 56.43% 1.98 $14.86–27.56 · VW $18.74i $138,322,000 SEC
2022   Q1 20,942,300 3.51 Add 6.40% 0.21 $20.65–30.71 · VW $25.04i $571,432,000 SEC
2021   Q4 19,682,160 2.96 Reduce 39.30% 1.42 $19.56–34.65 · VW $29.14i $578,872,000 SEC
2021   Q3 32,426,290 3.61 Reduce 30.74% 1.56 $17.87–23.04 · VW $20.59i $671,743,000 SEC
2021   Q2 46,816,760 5.08 Reduce 17.33% 0.77 $13.46–20.16 · VW $16.65i $936,452,000 SEC
2021   Q1 56,631,640 4.46 Buy 4.46 $11.57–15.37 · VW $13.36i $755,933,000 SEC
2020   Q3 0 0.00 Sell 100.00% 3.31 $9.41–14.73 · VW $12.37i SEC
2020   Q2 44,295,280 3.31 Reduce 6.33% 0.20 $5.96–9.64 · VW $8.15i $420,705,000 SEC
2020   Q1 47,286,720 3.23 Reduce 60.23% 3.25 $4.52–7.91 · VW $6.34i $311,619,000 SEC
2019   Q4 118,909,880 5.40 Reduce 25.99% 1.54 $4.25–6.05 · VW $5.24i $699,487,000 SEC
2019   Q3 160,666,480 5.92 Add 4.24% 0.24 $3.68–4.71 · VW $4.19i $699,180,000 SEC
2019   Q2 154,130,120 5.63 Add 68.56% 2.29 $3.32–4.84 · VW $4.06i $632,820,000 SEC
2019   Q1 91,438,800 3.54 Buy 3.54 $3.19–4.63 · VW $3.86i $410,469,000 SEC
2014   Q3 0 0.00 Sell 100.00% <0.01 $0.43–0.50 · VW $0.47i SEC
2014   Q2 49,400 <0.01 Buy <0.01 $0.44–0.49 · VW $0.47i $23,000 SEC
Price snapshot:
Current price$203.53
52-week low$161.80
52-week high$236.26