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Nvidia

Sector Information Technology

57 letters mention Nvidia, from 15 managers. Page 2 of 3.

• Q4 2024 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 3 times
• 2024 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• 2024 Maran Capital · 2024 letter ↗ Dan Roller · mentioned once
• Q3 2024 Vltava Fund · How much money would Warren Buffett have if he had paid tax on unrealised gains ↗ Daniel Gladiš · mentioned 4 times
• Q3 2024 Horos Asset Management · Q3 2024 letter ↗ Javier Ruiz · mentioned once
• Q3 2024 Greenhaven Road Capital · Q3 2024 · Partners Fund ↗ Scott Miller · mentioned once
• H1 2024 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 3 times
• H1 2024 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q2 2024 Horos Asset Management · Q2 2024 letter ↗ Javier Ruiz · mentioned 2 times
• Q2 2024 Greenhaven Road Capital · Q2 2024 · Partners Fund ↗ Scott Miller · mentioned once
• Q2 2024 Greenhaven Road Capital · Q2 2024 letter ↗ Scott Miller · mentioned once
• H1 2024 Laughing Water Capital · H1 2024 letter ↗ Matthew Sweeney · mentioned once
• Q2 2024 Massif Capital · Q2 2024 letter ↗ William Thomson · mentioned once
• H1 2024 Saga Partners · H1 2024 letter ↗ Joe Frankenfield · mentioned once
• Q1 2024 Laughing Water Capital · Q1 2024 letter ↗ Matthew Sweeney · mentioned 9 times
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 2 times
• Q1 2024 Greenhaven Road Capital · Q1 2024 · Partners Fund ↗ Scott Miller · mentioned once
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 6 times
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned 4 times
• Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.