Jeremy Grantham's NVDA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 328,468 shares of NVIDIA Corporation (NVDA) worth $61.29 M, representing 0.17% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NVDA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 772,000 shares. Largest reduction occurred in Q4 2014, reducing 10.85 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's NVIDIA Corporation (NVDA) Holding Value Over Time
Track share changes against reported price movement
Quarterly NVIDIA Corporation (NVDA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +15.57 M | Add 0.00% | 15.57 M | $0.35 |
| Q3 2013 | -456,000 | Reduce 2.93% | 15.11 M | $0.39 |
| Q4 2013 | -1.9 M | Reduce 12.57% | 13.21 M | $0.40 |
| Q1 2014 | -1.56 M | Reduce 11.84% | 11.65 M | $0.45 |
| Q2 2014 | +448,000 | Add 3.85% | 12.1 M | $0.46 |
| Q3 2014 | -721,200 | Reduce 5.96% | 11.37 M | $0.46 |
| Q4 2014 | -10.85 M | Reduce 95.41% | 522,560 | $0.50 |
| Q1 2015 | -522,560 | Sold Out | 0 | $0.00 |
| Q3 2016 | +172,000 | New Buy | 172,000 | $1.72 |
| Q1 2017 | +772,000 | Add 448.84% | 944,000 | $2.72 |
| Q2 2017 | +152,000 | Add 16.10% | 1.1 M | $3.61 |
| Q3 2017 | -1.02 M | Reduce 93.07% | 76,000 | $4.47 |
| Q4 2017 | -76,000 | Sold Out | 0 | $0.00 |
| Q1 2020 | +32,000 | New Buy | 32,000 | $6.59 |
| Q2 2020 | +28,000 | Add 87.50% | 60,000 | $9.50 |
| Q3 2020 | -20,000 | Reduce 33.33% | 40,000 | $13.52 |
| Q4 2020 | -40,000 | Sold Out | 0 | $0.00 |
| Q3 2021 | +171,000 | New Buy | 171,000 | $20.71 |
| Q4 2021 | +360,000 | Add 210.53% | 531,000 | $29.41 |
| Q1 2022 | +301,030 | Add 56.69% | 832,030 | $27.29 |
| Q2 2022 | -230,030 | Reduce 27.65% | 602,000 | $15.16 |
| Q3 2022 | -602,000 | Sold Out | 0 | $0.00 |
| Q2 2023 | +133,900 | New Buy | 133,900 | $42.30 |
| Q3 2023 | +21,980 | Add 16.42% | 155,880 | $43.50 |
| Q4 2023 | -101,900 | Reduce 65.37% | 53,980 | $49.52 |
| Q1 2024 | +22,550 | Add 41.77% | 76,530 | $90.36 |
| Q2 2024 | +1,801 | Add 2.35% | 78,331 | $123.54 |
| Q3 2024 | +16,082 | Add 20.53% | 94,413 | $121.44 |
| Q4 2024 | +8,569 | Add 9.08% | 102,982 | $134.29 |
| Q1 2025 | +89,619 | Add 87.02% | 192,601 | $108.38 |
| Q2 2025 | -2,347 | Reduce 1.22% | 190,254 | $157.99 |
| Q3 2025 | +138,214 | Add 72.65% | 328,468 | $186.58 |
Jeremy Grantham's NVIDIA Corporation Investment FAQs
Jeremy Grantham first purchased NVIDIA Corporation (NVDA) in Q2 2013, acquiring 15,567,720 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held NVIDIA Corporation (NVDA) for 33 quarters since Q2 2013.
Jeremy Grantham's largest addition to NVIDIA Corporation (NVDA) was in Q2 2013, adding 15,567,720 shares worth $5.46 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 328,468 shares of NVIDIA Corporation (NVDA), valued at approximately $61.29 M.
As of the Q3 2025 filing, NVIDIA Corporation (NVDA) represents approximately 0.17% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in NVIDIA Corporation (NVDA) was 15,567,720 shares, as reported at the end of Q2 2013.