MAIRS & POWER INC — NVIDIA CORPORATION NVDA: Quarterly 13F Position History
MAIRS & POWER INC has reported NVIDIA CORPORATION (NVDA) on 28 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2019. As of Q1 2026, the position is sized at 4,761,351 shares ($830.4M market value, 8.49% of the equity book). Quarter-over-quarter share count change: 188,297 (-3.8%) .
- 4,761,351Shares Held (Latest Filing)
- $830.4MReported Market Value (Latest Filing)
- 8.49%Portfolio Weight (% of 13F Equity Book)
- 188,297Quarter-over-Quarter Share Change
- -$92.7MQuarter-over-Quarter Value Change
- 6,185,938Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,761,351 | 188,297 | -3.8% | $830.4M | 8.49% | $174.40 |
| Q4 2025 | 4,949,648 | 626,772 | -11.2% | $923.1M | 8.88% | $186.50 |
| Q3 2025 | 5,576,420 | 236,451 | -4.1% | $1.04B | 9.78% | $186.58 |
| Q2 2025 | 5,812,871 | +10,957 | +0.2% | $918.4M | 9.07% | $157.99 |
| Q1 2025 | 5,801,914 | 83,078 | -1.4% | $628.8M | 6.54% | $108.38 |
| Q4 2024 | 5,884,992 | 152,098 | -2.5% | $790.3M | 7.64% | $134.29 |
| Q3 2024 | 6,037,090 | 148,848 | -2.4% | $733.1M | 6.90% | $121.44 |
| Q2 2024 | 6,185,938 | +5,530,081 | +843.2% | $764.2M | 7.38% | $123.54 |
| Q1 2024 | 655,857 | 90,581 | -12.1% | $592.6M | 5.74% | $903.56 |
| Q4 2023 | 746,438 | 63,050 | -7.8% | $369.7M | 3.90% | $495.22 |
| Q3 2023 | 809,488 | 120,602 | -13.0% | $352.1M | 4.13% | $434.99 |
| Q2 2023 | 930,090 | 208,668 | -18.3% | $393.4M | 4.28% | $423.02 |
| Q1 2023 | 1,138,758 | 237,809 | -17.3% | $316.3M | 3.65% | $277.77 |
| Q4 2022 | 1,376,567 | +305,608 | +28.5% | $201.2M | 2.42% | $146.14 |
| Q3 2022 | 1,070,959 | +74,480 | +7.5% | $130.0M | 1.64% | $121.39 |
| Q2 2022 | 996,479 | +33,050 | +3.4% | $151.1M | 1.81% | $151.59 |
| Q1 2022 | 963,429 | 189,244 | -16.4% | $262.9M | 2.65% | $272.86 |
| Q4 2021 | 1,152,673 | 181,798 | -13.6% | $339.0M | 3.14% | $294.11 |
| Q3 2021 | 1,334,471 | +958,213 | +254.7% | $276.4M | 2.77% | $207.16 |
| Q2 2021 | 376,258 | 25,552 | -6.4% | $301.0M | 2.98% | $800.10 |
| Q1 2021 | 401,810 | +10,314 | +2.6% | $214.5M | 2.25% | $533.93 |
| Q4 2020 | 391,496 | 46,541 | -10.6% | $204.4M | 2.27% | $522.20 |
| Q3 2020 | 438,037 | 20,992 | -4.6% | $237.1M | 2.96% | $541.22 |
| Q2 2020 | 459,029 | 20,981 | -4.4% | $174.4M | 2.28% | $379.91 |
| Q1 2020 | 480,010 | +7,130 | +1.5% | $126.5M | 1.85% | $263.60 |
| Q4 2019 | 472,880 | +56,029 | +13.4% | $111.3M | 1.26% | $235.30 |
| Q3 2019 | 416,851 | +83,586 | +25.1% | $72.6M | 0.88% | $174.07 |
| Q2 2019 | 333,265 | — | — | $54.7M | 0.66% | $164.23 |
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 MAIRS & POWER INC first disclose a NVDA position in 13F-HR filings?
MAIRS & POWER INC first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was MAIRS & POWER INC's most recent quarter-over-quarter share-count change in NVDA?
Between Q4 2025 and Q1 2026, MAIRS & POWER INC reduced its NVDA position by 188,297 shares (-3.8%), leaving 4,761,351 shares at a market value of $830.4M.
Does the implied price-per-share represent MAIRS & POWER INC'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.