Baillie Gifford — NVDA Trade History
Quarter-by-quarter changes in the NVIDIA position · CUSIP 67066G104
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-06 | Add | 41,888,806 | 1,140,141 | +2.8% | $8.38B | 7.60% |
| 2026 Q1 | 2026-05-08 | Reduce | 40,748,665 | -3,119,040 | -7.1% | $7.11B | 7.26% |
| 2025 Q4 | 2026-01-23 | Reduce | 43,867,705 | -2,681,591 | -5.8% | $8.18B | 6.80% |
| 2025 Q3 | 2025-10-31 | Reduce | 46,549,296 | -2,513,825 | -5.1% | $8.69B | 6.43% |
| 2025 Q2 | 2025-08-06 | Add | 49,063,121 | 2,169,613 | +4.6% | $7.75B | 5.79% |
| 2025 Q1 | 2025-05-07 | Reduce | 46,893,508 | -5,999,328 | -11.3% | $5.08B | 4.43% |
| 2024 Q4 | 2025-01-31 | Reduce | 52,892,836 | -10,606,862 | -16.7% | $7.10B | 5.46% |
| 2024 Q3 | 2024-11-05 | Reduce | 63,499,698 | -18,558,916 | -22.6% | $7.71B | 5.77% |
| 2024 Q2 | 2024-07-25 | Reduce | 82,058,614 | -20,956,876 | -20.3% | $10.14B | 7.90% |
| 2024 Q1 | 2024-05-01 | Reduce | 103,015,490 | -34,703,630 | -25.2% | $9.31B | 7.24% |
| 2023 Q4 | 2024-01-26 | Reduce | 137,719,120 | -98,550 | -0.1% | $6.82B | 5.41% |
| 2023 Q3 | 2023-11-13 | Reduce | 137,817,670 | -17,989,750 | -11.5% | $5.99B | 5.47% |
| 2023 Q2 | 2023-07-28 | Reduce | 155,807,420 | -4,307,390 | -2.7% | $6.59B | 5.60% |
| 2023 Q1 | 2023-05-03 | Reduce | 160,114,810 | -13,647,560 | -7.9% | $4.45B | 4.01% |
| 2022 Q4 | 2023-03-10 | Add | 173,762,370 | 20,974,530 | +13.7% | $2.54B | 2.65% |
| 2022 Q3 | 2022-10-27 | Reduce | 152,787,840 | -254,780 | -0.2% | $1.85B | 1.91% |
| 2022 Q2 | 2022-08-08 | Reduce | 153,042,620 | -15,659,530 | -9.3% | $2.32B | 2.38% |
| 2022 Q1 | 2022-05-05 | Reduce | 168,702,150 | -13,890,290 | -7.6% | $4.60B | 3.23% |
| 2021 Q4 | 2022-01-20 | Reduce | 182,592,440 | -23,496,490 | -11.4% | $5.37B | 2.95% |
| 2021 Q3 | 2021-10-19 | Reduce | 206,088,930 | -5,547,950 | -2.6% | $4.27B | 2.23% |
| 2021 Q2 | 2021-08-02 | Reduce | 211,636,880 | -4,839,000 | -2.2% | $4.23B | 2.06% |
| 2021 Q1 | 2021-05-06 | Add | 216,475,880 | 28,780,960 | +15.3% | $2.89B | 1.62% |
| 2020 Q4 | 2021-02-10 | Add | 187,694,920 | 2,959,360 | +1.6% | $2.45B | 1.36% |
| 2020 Q3 | 2020-11-12 | Reduce | 184,735,560 | -34,303,440 | -15.7% | $2.50B | 1.72% |
| 2020 Q2 | 2020-08-12 | Reduce | 219,039,000 | -79,338,280 | -26.6% | $2.08B | 1.58% |
| 2020 Q1 | 2020-05-08 | Reduce | 298,377,280 | -10,076,600 | -3.3% | $1.97B | 2.13% |
| 2019 Q4 | 2020-02-10 | Add | 308,453,880 | 8,422,000 | +2.8% | $1.81B | 1.75% |
| 2019 Q3 | 2019-11-07 | Reduce | 300,031,880 | -2,253,640 | -0.7% | $1.31B | 1.49% |
| 2019 Q2 | 2019-08-08 | Reduce | 302,285,520 | -3,608,160 | -1.2% | $1.24B | 1.32% |
| 2019 Q1 | 2019-05-01 | Add | 305,893,680 | 42,107,560 | +16.0% | $1.37B | 1.50% |
| 2018 Q4 | 2019-02-14 | Reduce | 263,786,120 | -2,797,520 | -1.0% | $880.4M | 1.14% |
| 2018 Q3 | 2018-11-13 | Reduce | 266,583,640 | -51,025,600 | -16.1% | $1.87B | 2.02% |
| 2018 Q2 | 2018-07-17 | Reduce | 317,609,240 | -80,437,000 | -20.2% | $1.88B | 2.03% |
| 2018 Q1 | 2018-05-10 | Reduce | 398,046,240 | -48,703,960 | -10.9% | $2.30B | 2.70% |
| 2017 Q4 | 2018-02-13 | Reduce | 446,750,200 | -2,152,760 | -0.5% | $2.16B | 2.69% |
| 2017 Q3 | 2017-10-20 | Reduce | 448,902,960 | -50,886,640 | -10.2% | $2.01B | 2.54% |
| 2017 Q2 | 2017-08-10 | Reduce | 499,789,600 | -55,488,920 | -10.0% | $1.81B | 2.43% |
| 2017 Q1 | 2017-05-12 | Reduce | 555,278,520 | -10,358,280 | -1.8% | $1.51B | 2.20% |
| 2016 Q4 | 2017-02-14 | Add | 565,636,800 | 151,814,720 | +36.7% | $1.51B | 2.48% |
| 2016 Q3 | 2016-11-09 | New | 413,822,080 | 413,822,080 | — | $708.9M | 1.11% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.