NVDA β€” NVIDIA CORP

Ownership history in JACKSON SQUARE CAPITAL, LLC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which JACKSON SQUARE CAPITAL, LLC 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
7.43% (2025 Q3)
πŸ“Š Avg. % of fund
3.68%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

JACKSON SQUARE CAPITAL, LLC Γ— NVDA AI Analytics

πŸ“ˆ JACKSON SQUARE CAPITAL, LLC outperformed the S&P 500 by +57.9% annually on this NVDA position. Timing score: 42% (10/24 decisions correct). Average cost basis: $108.51. Maximum drawdown during holding period: –58.7%.

πŸ“ˆ Position Alpha vs SPY
+57.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 57.9% per year on this position.
24 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
10 of 24 add/trim decisions correct

πŸ’° Entry Quality
$108.51
+71.9% vs current ($186.49)

Best entry: $6.56 (2020 Q1)  Β·  Worst: $186.49 (2025 Q4)

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
44%
buy-side decisions

11 adds Β· 14 trims. Bought during 2 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

πŸ“ˆ JACKSON SQUARE CAPITAL, LLC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 7.01% 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 ADDED 189,887 +7,280 +4.0% 7.01% $35.4M $186.49
2025 Q3 REDUCED 182,607 -14,210 -7.2% 7.43% $34.1M $186.56
2025 Q2 ADDED 196,817 +40,331 +25.8% 6.91% $31.1M $157.96
2025 Q1 REDUCED 156,486 -22,009 -12.3% 5.51% $17.0M $108.35
2024 Q4 REDUCED 178,495 -48,533 -21.4% 5.78% $24.0M $134.25
2024 Q3 REDUCED 227,028 -6,966 -3.0% 6.84% $27.6M $121.39
2024 Q2 ADDED 233,994 +210,171 +882.2% 7.11% $28.9M $123.48
2024 Q1 REDUCED 23,823 -1,050 -4.2% 5.54% $21.5M $90.31
2023 Q4 REDUCED 24,873 -124 -0.5% 3.96% $12.3M $49.49
2023 Q3 REDUCED 24,997 -463 -1.8% 4.37% $10.9M $43.47
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to JACKSON SQUARE CAPITAL, LLC Holdings