Lewis Sanders' Sanders Capital increased its NVIDIA Corp (NVDA) position by 217% in 2026 Q2, according to the 13F-HR filed with the SEC on August 10, 2026. The stake went from 7.13M to 22.6M shares, worth about $4.5B, and from 1.48% to 4.52% of the reported portfolio.
What did the 2026 Q2 filing report for NVDA?
As of June 30, 2026, from the 13F-HR filed August 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 7.13M | 22.6M |
| Shares added | +15.4M (217%) | |
| Reported value | $1.2B | $4.5B |
| Portfolio weight | 1.48% | 4.52% |
| Rank in portfolio | 6th of 47 |
How much did Lewis Sanders add to NVDA?
Lewis Sanders added 15.4M shares of NVDA during 2026 Q2, taking the stake from 7.13M to 22.6M. The reported value of the position rose by about $3.3B, from about $1.2B to about $4.5B.
Where does NVDA sit in the Lewis Sanders portfolio?
NVDA ranks 6th of 47 stock positions in the Lewis Sanders portfolio at 4.52%, above the fund's average stock position of 2%. The NVDA addition was the 2nd largest of the quarter's 48 position changes by percent change to portfolio. The largest stock position is TSM at 12.51%. Next come GOOG at 9.72% and AMZN at 7.01%. The three largest stocks together are 29.24% of the book. Across the 2026 Q2 portfolio, Lewis Sanders reported 47 stock positions, with 4 opened and 1 closed. The total portfolio value is about $99.8B, up 19% from the prior quarter.
How long has Lewis Sanders held NVDA?
Lewis Sanders first reported NVDA in the quarter ended December 31, 2022. The fund sold out of the name in 2023 Q4 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. Every reported trade is on the Lewis Sanders NVDA trade history page.
Did other funds buy or sell NVDA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 10, 2026, 11 hold NVDA. Of those, 2 added to the position this quarter and 6 trimmed it. The largest buyers of NVDA this quarter were John Armitage, David Tepper and Paul Lountzis. The largest sellers were Duan Yongping, Chase Coleman III and Polen Capital Management. Every tracked holder of NVDA is on the NVDA ownership page.
FAQ
How many NVDA shares did Lewis Sanders buy in 2026 Q2?
Lewis Sanders added 15.4M shares of NVDA, a 217% increase, to 22.6M shares.
What is the NVDA position of Lewis Sanders worth now?
The NVDA position of Lewis Sanders is worth about $4.5B at June 30, 2026 prices, 4.52% of the portfolio.
Is NVDA a top holding of Lewis Sanders?
NVDA ranks 6th of 47 stock positions in the Lewis Sanders portfolio, at 4.52%.
Did other funds add to NVDA in 2026 Q2?
Among the 11 other tracked funds that hold NVDA, 2 added to it in 2026 Q2 and 6 trimmed it.