WINDACRE PARTNERSHIP LLC — NVIDIA CORPORATION NVDA: Quarterly 13F Position History
WINDACRE PARTNERSHIP LLC has reported NVIDIA CORPORATION (NVDA) on 6 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2024. As of Q1 2026, the position is sized at 3,253,100 shares ($567.3M market value, 6.07% of the equity book).
- 3,253,100Shares Held (Latest Filing)
- $567.3MReported Market Value (Latest Filing)
- 6.07%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$39.4MQuarter-over-Quarter Value Change
- 3,609,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,253,100 | 0 | — | $567.3M | 6.07% | $174.40 |
| Q4 2025 | 3,253,100 | +724,000 | +28.6% | $606.7M | 6.51% | $186.50 |
| Q3 2025 | 2,529,100 | 1,080,000 | -29.9% | $471.9M | 5.90% | $186.58 |
| Q2 2025 | 3,609,100 | +464,200 | +14.8% | $570.2M | 7.81% | $157.99 |
| Q1 2025 | 3,144,900 | +340,700 | +12.1% | $340.8M | 5.11% | $108.38 |
| Q4 2024 | 2,804,200 | — | — | $376.6M | 5.52% | $134.29 |
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 WINDACRE PARTNERSHIP LLC first disclose a NVDA position in 13F-HR filings?
WINDACRE PARTNERSHIP LLC first reported NVIDIA CORPORATION (NVDA) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was WINDACRE PARTNERSHIP LLC's most recent quarter-over-quarter share-count change in NVDA?
WINDACRE PARTNERSHIP LLC held the same 3,253,100 shares of NVDA between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent WINDACRE PARTNERSHIP 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.