NVDA β€” Nvidia Corp

Ownership history in SVB WEALTH LLC  Β·  34 quarters on record

This page tracks every 13F SEC filing in which SVB WEALTH 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
2.73% (2025 Q4)
πŸ“Š Avg. % of fund
0.4%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
34

Position Intelligence

SVB WEALTH LLC Γ— NVDA AI Analytics

πŸ“ˆ SVB WEALTH LLC outperformed the S&P 500 by +73.6% annually on this NVDA position. Timing score: 64% (21/33 decisions correct). Average cost basis: $110.76. Maximum drawdown during holding period: –58.7%.

πŸ“ˆ Position Alpha vs SPY
+73.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 73.6% per year on this position.
10 quarters analyzed

⏱️ Timing Score
64%

βœ… Decent timing β€” more right than wrong on entries and exits.
21 of 33 add/trim decisions correct

πŸ’° Entry Quality
$110.76
+68.4% vs current ($186.49)

Best entry: $3.31 (2018 Q4)  Β·  Worst: $186.49 (2025 Q4)

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

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
65%
buy-side decisions

22 adds Β· 12 trims. Bought during 8 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ SVB WEALTH LLC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 2.73% 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 248,106 +14,962 +6.4% 2.73% $46.3M $186.49
2025 Q3 REDUCED 233,144 -8,650 -3.6% 2.34% $43.5M $186.56
2025 Q2 REDUCED 241,794 -146,378 -37.7% 2.05% $38.2M $157.96
2025 Q1 ADDED 388,172 +23,630 +6.5% 1.73% $42.1M $108.35
2024 Q4 ADDED 364,542 +44,346 +13.8% 0.91% $49.0M $134.25
2024 Q2 ADDED 320,196 +288,996 +926.3% 0.98% $39.6M $123.48
2024 Q1 REDUCED 31,200 -5,119 -14.1% 0.63% $28.2M $90.31
2023 Q4 ADDED 36,319 +6,376 +21.3% 0.44% $18.0M $49.49
2023 Q3 ADDED 29,943 +687 +2.3% 0.29% $13.0M $43.47
2023 Q2 REDUCED 29,256 -5,615 -16.1% 0.22% $12.4M $42.27
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NVDA

As of 2025 Q4 β€” sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
← Back to SVB WEALTH LLC Holdings