Ownership history in Alaethes Wealth, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Alaethes Wealth, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Alaethes Wealth, LLC outperformed the S&P 500 by +65.1% annually on this NVDA position. Timing score: 63% (12/19 decisions correct). Average cost basis: $110.13. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 65.1% per year on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 19 add/trim decisions correct
Best entry: $12.12 (2022 Q3) Β· Worst: $157.96 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 8 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
π Alaethes Wealth, LLC has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 3.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size