NVDA β€” NVIDIA CORP

Ownership history in DSC Advisors, L.P.  Β·  11 quarters on record

This page tracks every 13F SEC filing in which DSC Advisors, L.P. reported a position in NVIDIA CORP (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
2.68% (2024 Q3)
πŸ“Š Avg. % of fund
0.82%
πŸ“… First filed
2018 Q3
πŸ“… Last filed
2024 Q3
⏱ Quarters held
11

Position Intelligence

DSC Advisors, L.P. Γ— NVDA AI Analytics

πŸ“ˆ DSC Advisors, L.P. outperformed the S&P 500 by +288.8% annually on this NVDA position. Timing score: 44% (4/9 decisions correct). Average cost basis: $40.46. Maximum drawdown during holding period: –58.7%.

πŸ“ˆ Position Alpha vs SPY
+288.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 288.8% per year on this position.
9 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct

πŸ’° Entry Quality
$40.46
+200.0% vs current ($121.39)

Best entry: $12.12 (2022 Q3)  Β·  Worst: $123.48 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–58.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

7 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ DSC Advisors, L.P. has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 2.68% 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)
2024 Q3 REDUCED 2,423 -157 -6.1% 2.68% $294K $121.39
2024 Q2 ADDED 2,580 +2,258 +701.2% 1.06% $319K $123.48
2024 Q1 REDUCED 322 -7,951 -96.1% 0.46% $291K $90.31
2022 Q3 ADDED 8,273 +3,612 +77.5% 1.03% $1.0M $12.12
2022 Q2 REDUCED 4,661 -781 -14.4% 0.71% $707K $15.13
2022 Q1 ADDED 5,442 +1,300 +31.4% 0.51% $1.5M $27.24
2021 Q4 ADDED 4,142 +543 +15.1% 0.94% $1.2M $29.35
2021 Q3 ADDED 3,599 +2,757 +327.4% 0.76% $746K $20.67
2021 Q2 REDUCED 842 -158 -15.8% 0.49% $674K $19.96
2021 Q1 ADDED 1,000 +271 +37.2% 0.33% $534K $13.31
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