NVDA β€” NVIDIA CORP

Ownership history in ORG Partners LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which ORG Partners 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
1.88% (2025 Q3)
πŸ“Š Avg. % of fund
1.26%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
11

Position Intelligence

ORG Partners LLC Γ— NVDA AI Analytics

πŸ“ˆ ORG Partners LLC outperformed the S&P 500 by +56.3% annually on this NVDA position. Timing score: 40% (4/10 decisions correct). Average cost basis: $122.59. Maximum drawdown during holding period: –19.3%.

πŸ“ˆ Position Alpha vs SPY
+56.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 56.3% per year on this position.
10 quarters analyzed

⏱️ Timing Score
40%

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

πŸ’° Entry Quality
$122.59
+52.1% vs current ($186.49)

Best entry: $42.27 (2023 Q2)  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
73%
buy-side decisions

8 adds Β· 3 trims. Bought during 1 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 ORG Partners LLC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 1.82% 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 55,573 +263 +0.5% 1.82% $10.4M $186.49
2025 Q3 ADDED 55,310 +3,551 +6.9% 1.88% $10.3M $186.56
2025 Q2 ADDED 51,759 +5,269 +11.3% 1.70% $8.0M $157.96
2025 Q1 REDUCED 46,490 -25,468 -35.4% 1.26% $5.1M $108.35
2024 Q4 ADDED 71,958 +13,669 +23.5% 1.31% $9.7M $134.25
2024 Q3 REDUCED 58,289 -23,951 -29.1% 1.13% $7.1M $121.39
2024 Q2 ADDED 82,240 +81,360 +9245.5% 1.27% $10.2M $123.48
2024 Q1 REDUCED 880 -7,511 -89.5% 1.51% $795K $90.31
2023 Q4 ADDED 8,391 +1,346 +19.1% 0.69% $4.2M $49.49
2023 Q3 ADDED 7,045 +1,381 +24.4% 0.92% $1000K $43.47
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