Lewis Sanders' Sanders Capital holds 29.9M shares of NVIDIA Corp (NVDA) worth about $6.84B as of September 30, 2026, according to the 13F-HR filed with the SEC on November 2, 2026. The position is 6.63% of the reported portfolio, the 6th largest of 46 stock positions. Lewis Sanders added 33% to the share count in 2026 Q3.
What did the 2026 Q3 filing report for NVDA?
As of September 30, 2026, from the 13F-HR filed November 2, 2026.
| Value | |
|---|---|
| Portfolio weight | 6.63% |
| Shares | 29.9M |
| Reported value | $6.84B |
| Rank in portfolio | 6th of 46 |
| Largest holding | TSM at 10.81% |
| Top three holdings | 27.82% of the book |
| Change this quarter | +33% shares |
How big is the NVDA stake of Lewis Sanders?
NVDA at 6.63% is 3 times the average stock position in the Lewis Sanders portfolio, which is 2%. The largest holding is TSM at 10.81%. The three largest stocks together are 27.82% of the reported book. A quarter earlier NVDA was 4.52% of the book.
Where does NVDA sit in the Lewis Sanders portfolio?
NVDA ranks 6th of 46 stock positions in the Lewis Sanders portfolio at 6.63%, above the fund's average stock position of 2%. The NVDA addition was the largest of the quarter's 48 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Lewis Sanders reported 46 stock positions, with 1 opened and 2 closed. The total portfolio value is about $103B, up 3% 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. Last quarter the fund added to the position by 217%. Every reported trade is on the Lewis Sanders NVDA trade history page.
Did other funds buy or sell NVDA in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 2, 2026, 3 hold NVDA. The largest buyers of NVDA this quarter were John Armitage and Richard Pzena. The largest seller was Paul Lountzis. Every tracked holder of NVDA is on the NVDA ownership page.
FAQ
What is the NVDA stake of Lewis Sanders worth?
Lewis Sanders holds 29.9M shares of NVDA, worth about $6.84B at September 30, 2026 prices, 6.63% of the reported portfolio.
What share of the Lewis Sanders portfolio is NVDA?
NVDA is 6.63% of the Lewis Sanders portfolio as of 2026 Q3, the 6th largest of 46 stock positions.
What are the largest holdings of Lewis Sanders?
The largest stock positions of Lewis Sanders as of 2026 Q3 are TSM (10.81%), GOOG (9.03%) and MSFT (7.98%), together 27.82% of the book.
Did Lewis Sanders' Sanders Capital change its NVDA position in 2026 Q3?
Lewis Sanders added 33% to the share count in 2026 Q3.