NVDA NVIDIA CORP COM

Ownership history in Sarasin & Partners LLP  ·  13 quarters on record

AI Ownership Summary

Sarasin & Partners LLP reported NVIDIA CORP COM (NVDA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.64% in 2025 Q4. The latest visible filing shows NVDA at 8.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarasin & Partners LLP's position in NVIDIA CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 8.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.64% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sarasin & Partners LLP held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,464,657 -91,713 -2.0% 8.64% $832.7M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 4,556,370 +631,692 +16.1% 8.13% $828.6M 2025-10-10 $183.14
2025 Q2 REDUCED 3,924,678 -384,982 -8.9% 6.17% $620.1M 2025-07-09 $162.85
2025 Q1 REDUCED 4,309,660 -230,141 -5.1% 5.04% $523.4M 2025-04-09 $114.30
2024 Q4 ADDED 4,539,801 +230,141 +5.3% 6.73% $609.6M 2025-01-16 $133.53
2024 Q3 REDUCED 4,309,660 -955,887 -18.2% 4.94% $523.4M 2024-10-09 $132.60
2024 Q2 ADDED 5,265,547 +4,782,735 +990.6% 5.76% $650.5M 2024-07-19 $117.87
2024 Q1 ADDED 482,812 +61,104 +14.5% 4.30% $436.2M 2024-04-12 $88.14
2023 Q4 ADDED 421,708 +244,548 +138.0% 2.30% $208.8M 2024-01-10 $54.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sarasin & Partners LLP and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarasin & Partners LLP reported owning NVDA?

Sarasin & Partners LLP reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in Sarasin & Partners LLP's portfolio?

The largest reported portfolio weight for NVDA was 8.64% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Sarasin & Partners LLP reported 4,464,657 shares, equal to 8.64% of portfolio, with an estimated market value of $832.7M.

What does the chart on this NVDA ownership page compare?

The chart compares Sarasin & Partners LLP's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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