John Armitage's NVDA Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 2.68 M shares of NVIDIA Corporation (NVDA) worth $466.52 M, representing 5.18% of the portfolio. First purchased in 2016-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, John Armitage has maintained this position in NVDA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2016, adding 64.67 M shares. Largest reduction occurred in Q3 2016, reducing 106.59 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's NVIDIA Corporation (NVDA) Holding Value Over Time
Track share changes against reported price movement
Quarterly NVIDIA Corporation (NVDA) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2.68 M | New Buy | 2.68 M | $174.40 |
| Q1 2017 | -32.28 M | Sold Out | 0 | $0.00 |
| Q4 2016 | -51.17 M | Reduce 61.32% | 32.28 M | $2.67 |
| Q3 2016 | -106.59 M | Reduce 56.09% | 83.46 M | $1.71 |
| Q2 2016 | +64.67 M | Add 51.58% | 190.04 M | $1.18 |
| Q1 2016 | +125.37 M | New Buy | 125.37 M | $0.89 |
John Armitage's NVIDIA Corporation Investment FAQs
John Armitage first purchased NVIDIA Corporation (NVDA) in Q1 2016, acquiring 125,372,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held NVIDIA Corporation (NVDA) for 6 quarters since Q1 2016.
John Armitage's largest addition to NVIDIA Corporation (NVDA) was in Q1 2016, adding 125,372,000 shares worth $111.68 M.
According to the latest 13F filing for Q1 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 2,675,018 shares of NVIDIA Corporation (NVDA), valued at approximately $466.52 M.
As of the Q1 2026 filing, NVIDIA Corporation (NVDA) represents approximately 5.18% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in NVIDIA Corporation (NVDA) was 190,044,640 shares, as reported at the end of Q2 2016.