Jericho Capital Asset Management L.P. — NVIDIA CORPORATION NVDA: Quarterly 13F Position History
Jericho Capital Asset Management L.P. has reported NVIDIA CORPORATION (NVDA) on 38 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2016. As of Q1 2026, the position is sized at 1,647,012 shares ($287.2M market value, 4.25% of the equity book). Quarter-over-quarter share count change: 3,416,000 (-67.5%) .
- 1,647,012Shares Held (Latest Filing)
- $287.2MReported Market Value (Latest Filing)
- 4.25%Portfolio Weight (% of 13F Equity Book)
- 3,416,000Quarter-over-Quarter Share Change
- -$657.0MQuarter-over-Quarter Value Change
- 5,063,012Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,647,012 | 3,416,000 | -67.5% | $287.2M | 4.25% | $174.40 |
| Q4 2025 | 5,063,012 | +2,444,000 | +93.3% | $944.3M | 10.76% | $186.50 |
| Q3 2025 | 2,619,012 | 0 | — | $488.7M | 5.09% | $186.58 |
| Q2 2025 | 2,619,012 | +1,092,000 | +71.5% | $413.8M | 5.51% | $157.99 |
| Q1 2025 | 1,527,012 | 880,000 | -36.6% | $165.5M | 3.01% | $108.38 |
| Q4 2024 | 2,407,012 | 290,000 | -10.8% | $323.2M | 4.62% | $134.29 |
| Q3 2024 | 2,697,012 | +156,222 | +6.1% | $327.5M | 7.90% | $121.44 |
| Q2 2024 | 2,540,790 | +2,286,711 | +900.0% | $313.9M | 9.44% | $123.54 |
| Q1 2024 | 254,079 | 65,000 | -20.4% | $229.6M | 6.13% | $903.56 |
| Q4 2023 | 319,079 | 59,000 | -15.6% | $158.0M | 4.84% | $495.22 |
| Q3 2023 | 378,079 | 13,775 | -3.5% | $164.5M | 5.60% | $434.99 |
| Q2 2023 | 391,854 | +86,742 | +28.4% | $165.8M | 6.48% | $423.02 |
| Q1 2023 | 305,112 | +305,112 | — | $84.8M | 3.52% | $277.77 |
| Q4 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2022 | 0 | 291,261 | -100.0% | $0 | 0.00% | — |
| Q4 2021 | 291,261 | +41,261 | +16.5% | $85.7M | 3.14% | $294.11 |
| Q3 2021 | 250,000 | +250,000 | — | $51.8M | 1.42% | $207.16 |
| Q2 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2020 | 0 | 185,043 | -100.0% | $0 | 0.00% | — |
| Q1 2020 | 185,043 | +185,043 | — | $48.8M | 3.92% | $263.60 |
| Q4 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2019 | 0 | 354,000 | -100.0% | $0 | 0.00% | — |
| Q4 2018 | 354,000 | +354,000 | — | $47.3M | 4.81% | $133.50 |
| Q3 2018 | 0 | 334,613 | -100.0% | $0 | 0.00% | — |
| Q2 2018 | 334,613 | +334,613 | — | $79.3M | 3.44% | $236.90 |
| Q1 2018 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2017 | 0 | 222,000 | -100.0% | $0 | 0.00% | — |
| Q3 2017 | 222,000 | +40,000 | +22.0% | $39.7M | 2.25% | $178.77 |
| Q2 2017 | 182,000 | +182,000 | — | $26.3M | 1.59% | $144.56 |
| Q1 2017 | 0 | 409,000 | -100.0% | $0 | 0.00% | — |
| Q4 2016 | 409,000 | — | — | $43.7M | 2.70% | $106.74 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Jericho Capital Asset Management L.P. first disclose a NVDA position in 13F-HR filings?
Jericho Capital Asset Management L.P. first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was Jericho Capital Asset Management L.P.'s most recent quarter-over-quarter share-count change in NVDA?
Between Q4 2025 and Q1 2026, Jericho Capital Asset Management L.P. reduced its NVDA position by 3,416,000 shares (-67.5%), leaving 1,647,012 shares at a market value of $287.2M.
Does the implied price-per-share represent Jericho Capital Asset Management L.P.'s cost basis in NVDA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.