One name, NVIDIA Corp (NVDA), is 10.45% of what Mairs & Power Growth Fund reports for 2026 Q3, according to the NPORT-P filed with the SEC on November 3, 2026. The stake is 2.58M shares worth about $589M, the 2nd largest of 46 stock positions. Mairs & Power Growth Fund trimmed the share count by 1% in 2026 Q3.
What did the 2026 Q3 filing report for NVDA?
As of September 30, 2026, from the NPORT-P filed November 3, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.45% |
| Shares | 2.58M |
| Reported value | $589M |
| Rank in portfolio | 2nd of 46 |
| Largest holding | MSFT at 10.68% |
| Top three holdings | 28.18% of the book |
| Change this quarter | -1% shares |
How concentrated is Mairs & Power Growth Fund in NVDA?
NVDA at 10.45% is 4.8 times the average stock position in the Mairs & Power Growth Fund portfolio, which is 2%. The largest holding is MSFT at 10.68%. The three largest stocks together are 28.18% of the reported book. A quarter earlier NVDA was 9.36% of the book.
Where does NVDA sit in the Mairs & Power Growth Fund portfolio?
NVDA ranks 2nd of 46 stock positions in the Mairs & Power Growth Fund portfolio at 10.45%, above the fund's average stock position of 2%. The NVDA cut was the 25th largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Mairs & Power Growth Fund reported 46 stock positions, with none opened and 2 closed. The total portfolio value is about $5.63B, up 2% from the prior quarter.
How long has Mairs & Power Growth Fund held NVDA?
Mairs & Power Growth Fund first reported NVDA in the quarter ended September 30, 2019. The weight peaked at 10.92% in 2025 Q3. The share count was unchanged the quarter before. Every reported trade is on the Mairs & Power Growth Fund 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 3, 2026, 4 hold NVDA. The largest buyers of NVDA this quarter were Lewis Sanders, John Armitage and Richard Pzena. The largest seller was Paul Lountzis. Every tracked holder of NVDA is on the NVDA ownership page.
FAQ
What share of the Mairs & Power Growth Fund portfolio is NVDA?
NVDA is 10.45% of the Mairs & Power Growth Fund portfolio as of 2026 Q3, the 2nd largest of 46 stock positions.
What is the NVDA stake of Mairs & Power Growth Fund worth?
Mairs & Power Growth Fund holds 2.58M shares of NVDA, worth about $589M at September 30, 2026 prices, 10.45% of the reported portfolio.
What are the largest holdings of Mairs & Power Growth Fund?
The largest stock positions of Mairs & Power Growth Fund as of 2026 Q3 are MSFT (10.68%), NVDA (10.45%) and AMZN (7.04%), together 28.18% of the book.
Did Mairs & Power Growth Fund change its NVDA position in 2026 Q3?
Mairs & Power Growth Fund trimmed the share count by 1% in 2026 Q3.