NVDA β€” NVIDIA CORPORATION

Ownership history in Alta Advisers Ltd  Β·  14 quarters on record

This page tracks every 13F SEC filing in which Alta Advisers Ltd 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.

πŸ” Peak position
7.08% (2025 Q3)
πŸ“Š Avg. % of fund
3.67%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
14

Position Intelligence

Alta Advisers Ltd Γ— NVDA AI Analytics

πŸ“ˆ Alta Advisers Ltd outperformed the S&P 500 by +67.0% annually on this NVDA position. Timing score: 57% (4/7 decisions correct). Average cost basis: $113.51. Maximum drawdown during holding period: –19.3%.

πŸ“ˆ Position Alpha vs SPY
+67.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 67.0% per year on this position.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$113.51
+64.3% vs current ($186.49)

Best entry: $12.12 (2022 Q3)  Β·  Worst: $186.56 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–19.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
88%
buy-side decisions

7 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Alta Advisers Ltd has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 6.43% of portfolio

⚠ 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.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,122 -29,000 -23.4% 6.43% $17.7M $186.49
2025 Q3 ADDED 124,122 +360 +0.3% 7.08% $23.2M $186.56
2025 Q2 UNCHANGED 123,762 β€” 0% 6.96% $19.6M $157.96
2025 Q1 ADDED 123,762 +42,150 +51.6% 5.71% $13.4M $108.35
2024 Q4 ADDED 81,612 +11,912 +17.1% 6.92% $11.0M $134.25
2024 Q3 ADDED 69,700 +600 +0.9% 3.87% $8.5M $121.39
2024 Q2 ADDED 69,100 +62,300 +916.2% 4.11% $8.5M $123.48
2024 Q1 ADDED 6,800 +100 +1.5% 3.05% $6.1M $90.31
2023 Q4 UNCHANGED 6,700 β€” 0% 1.77% $3.3M $49.49
2023 Q3 UNCHANGED 6,700 β€” 0% 1.69% $2.9M $43.47
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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