Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2026   Q1 1,632,015 5.61 Reduce 27.59% 1.82 $164.27–197.63 · VW $181.45i $284,623,416 SEC
2025   Q4 2,253,736 6.61 Add 4.33% 0.27 $169.55–212.19 · VW $188.92i $420,321,764 SEC
2025   Q3 2,160,264 5.00 Add 23.59% 0.95 $151.49–187.35 · VW $175.45i $403,062,057 SEC
2025   Q2 1,747,996 3.24 Buy 3.24 $86.62–158.71 · VW $123.37i $276,165,888 SEC
Price snapshot:
Current price$203.53
Avg. buy price$164.40
+/- since buy23.80%
52-week low$161.80
52-week high$236.26