NVDA
NVIDIA Corp
NVIDIA Corp historical holders
total: 20
Egerton Capital NVIDIA Corp transactions over time
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
John Armitage has been an institutional investor in NVIDIA Corp (NVDA) since 2016 Q1. According to 2026 Q2 report, John Armitage holds 3,417,950 shares with a market value of roughly $683.90M representing 6.61% of their equity portfolio. The fund/company first acquired NVDA in 2016 Q1, initially purchasing about 125.37M shares. John Armitage later completely sold out the position and reinvested in NVDA again in 2026 Q1. Since the initial investment, Egerton Capital has made 6 more transactions in this position.
Does John Armitage still hold NVDA?
Yes, John Armitage continues to hold NVIDIA Corp (NVDA). According to their 2026 Q2 report, they maintain a position of 3,417,950 shares valued at approximately $683.90M, representing 6.61% of their equity portfolio.
When did John Armitage first invest in NVDA?
John Armitage first invested in NVIDIA Corp (NVDA) in 2016 Q1 at the reported quarter-end price of $0.89 per share, acquiring 125,372,000 shares in their initial purchase.
What is John Armitage's average cost basis for NVDA?
Based on historical transaction data, John Armitage's estimated cost basis for NVIDIA Corp (NVDA) is approximately $179.98 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in NVDA after selling?
Yes, John Armitage has shown renewed interest in NVIDIA Corp (NVDA). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $179.98
NVDA transactions history by Egerton Capital
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
6.61%
|
3,417,950
|
$200.09
|
$683,897,616
|
+27.77% (+742,932)
|
+1.44%
|
|
2026 Q1
|
5.18%
|
2,675,018
|
$174.40
|
$466,523,139
|
new
|
+5.18%
|
|
2017 Q1
|
0.00%
|
$2.67
|
-100% (-32,284,720)
|
|||
|
2016 Q4
|
1.05%
|
$2.67
|
-61.32% (-51,170,760)
|
|||
|
2016 Q3
|
1.62%
|
$1.71
|
-56.09% (-106,589,160)
|
|||
|
2016 Q2
|
2.51%
|
$1.18
|
+51.58% (+64,672,640)
|
|||
|
2016 Q1
|
1.06%
|
$0.89
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.