Saratoga Research & Investment Management NVDA — NVIDIA Corp.

Ownership history in Saratoga Research & Investment Management  ·  6 quarters on record

AI Ownership Summary

Saratoga Research & Investment Management reported NVIDIA Corp. (NVDA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 4.21% in 2026 Q2. The latest visible filing shows NVDA at 4.21% 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.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Saratoga Research & Investment Management'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
2026 Q2

NVDA was reported at 4.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.21% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

NVDA stock page Saratoga Research & Investment Management fund profile Saratoga Research & Investment Management full holdings
How Saratoga Research & Investment Management held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 384,865 +48,141 +14.3% 4.21% $77.0M 2026-07-23 $208.76
2026 Q1 ADDED — — — 336,724 +224,441 +199.9% 3.33% $58.7M 2026-05-08 $214.95
2025 Q4 ADDED — — — 112,283 +12,478 +12.5% 1.10% $20.9M 2026-02-05 $171.67
2025 Q3 REDUCED — — — 99,805 -2,356 -2.3% 0.97% $18.6M 2025-11-17 $186.36
2025 Q2 ADDED — — — 102,161 +5,896 +6.1% 0.86% $16.1M 2025-08-20 $175.17
2025 Q1 INITIATED — — — 96,265 — — 0.55% $10.4M 2025-05-12 $122.83

🏢 Other funds also holding NVDA

As of 2026 Q2 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.68% GHE, LLC 3Y 54.93% MINDSET WEALTH MANAGEMENT, LLC 45.64% Ketron Financial 43.25% V. M. MANNING & CO., INC. 40.01% KIECKHEFER GROUP LLC 39.18% Summa Corp. 37.06% Nelson Capital Management, LLC 3Y 7Y 35.25% HOEY INVESTMENTS, INC 3Y 34.61% Westwood Wealth Management 3Y 32.3%

FAQ About Saratoga Research & Investment Management and NVDA

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

How long has Saratoga Research & Investment Management reported owning NVDA?

Saratoga Research & Investment Management reported NVDA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NVDA position in Saratoga Research & Investment Management's portfolio?

The largest reported portfolio weight for NVDA was 4.21% in 2026 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q2, when Saratoga Research & Investment Management reported 384,865 shares, equal to 4.21% of portfolio, with an estimated market value of $77.0M.

What does the chart on this NVDA ownership page compare?

The chart compares Saratoga Research & Investment Management'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.

How well did Saratoga Research & Investment Management time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Saratoga Research & Investment Management correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on NVDA relative to SPY over the holding period was +26.4%.

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