Stockbridge Partners LLC: NVIDIA CORPORATION (NVDA): Quarterly 13F Position History
As of Q2 2026, Stockbridge Partners LLC reported 1,295,226 shares of NVIDIA CORPORATION (NVDA), worth $259.2M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: 236,892 (-15.5%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,295,226Shares Held (Latest Filing)
- $259.2MReported Market Value (Latest Filing)
- 5.5%Portfolio Weight (% of 13F Equity Book)
- 236,892Quarter-over-Quarter Share Change
- -$8.0MQuarter-over-Quarter Value Change
- 1,532,118Peak Reported Shares (Historical)
Recent initiation: Stockbridge Partners LLC first reported NVDA on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,295,226 | 236,892 | -15.5% | $259.2M | 5.5% | $200.1 |
| Q1 2026 | 1,532,118 | – | – | $267.2M | 6.5% | $174.4 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Stockbridge Partners LLC first disclose a NVDA position in 13F-HR filings?
Stockbridge Partners LLC first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in NVDA?
Between Q1 2026 and Q2 2026, Stockbridge Partners LLC reduced its NVDA position by 236,892 shares (-15.5%), leaving 1,295,226 shares at a market value of $259.2M.
Does the implied price-per-share represent Stockbridge Partners LLC'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.