NVDA β€” NVIDIA Corp

Ownership history in WHALEROCK POINT PARTNERS, LLC  Β·  26 quarters on record

AI Ownership Summary

WHALEROCK POINT PARTNERS, LLC reported NVIDIA Corp (NVDA) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.46% in 2025 Q3. The latest visible filing shows NVDA at 11.20% 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 WHALEROCK POINT PARTNERS, LLC's position in NVIDIA Corp, 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 11.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.46% in 2025 Q3

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 WHALEROCK POINT PARTNERS, LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 315,630 -13,310 -4.0% 11.20% $58.9M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 328,940 -5,675 -1.7% 12.46% $61.4M 2025-11-12 $193.78
2025 Q2 ADDED 334,615 +109 +0.0% 11.43% $52.9M 2025-08-13 $181.56
2025 Q1 ADDED 334,506 +2,651 +0.8% 8.61% $36.3M 2025-05-15 $134.80
2024 Q4 REDUCED 331,855 -40 -0.0% 10.36% $44.6M 2025-02-14 $138.80
2024 Q3 ADDED 331,895 +7,417 +2.3% 9.59% $40.3M 2024-11-13 $146.21
2024 Q2 ADDED 324,478 +291,503 +884.0% 10.73% $40.1M 2024-08-13 $116.08
2024 Q1 REDUCED 32,975 -33,527,477 -99.9% 8.13% $29.8M 2024-05-15 $94.58
2023 Q4 ADDED 33,560,452 +33,526,882 +99871.6% 5.14% $16.6M 2024-02-14 $73.85
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WHALEROCK POINT PARTNERS, LLC and NVDA

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

How long has WHALEROCK POINT PARTNERS, LLC reported owning NVDA?

WHALEROCK POINT PARTNERS, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in WHALEROCK POINT PARTNERS, LLC's portfolio?

The largest reported portfolio weight for NVDA was 12.46% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when WHALEROCK POINT PARTNERS, LLC reported 315,630 shares, equal to 11.20% of portfolio, with an estimated market value of $58.9M.

What does the chart on this NVDA ownership page compare?

The chart compares WHALEROCK POINT PARTNERS, LLC'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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