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Nvidia

Sector Information Technology

57 letters mention Nvidia, from 15 managers. Page 1 of 3.

• Q3 2026 Saga Partners · The Growth of Knowledge (Aug 2026) ↗ Joe Frankenfield · mentioned 4 times
• Q3 2026 Wedgewood Partners · Q3 2026 letter ↗ David Rolfe · mentioned once
• Q3 2026 1 Main Capital · Q3 2026 letter ↗ Yaron Naymark · mentioned once
• Q3 2026 Vltava Fund · Tadej Pogačar and investing in stocks ↗ Daniel Gladiš · mentioned once
• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned 3 times
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 3 times
• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned once
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned 5 times
• 2025 Fundsmith · Annual letter ↗ Terry Smith · mentioned 5 times
• Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned 2 times
• Q4 2025 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 9 times
• Q3 2025 Hayden Capital · Q3 2025 letter ↗ Fred Liu · mentioned once
• Q3 2025 Hinde Group · Q3 2025 letter ↗ Marc Werres · mentioned once
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned 9 times
• 2024 Fundsmith · Annual letter ↗ Terry Smith · mentioned 12 times
• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned 7 times
• Q4 2024 Horos Asset Management · Q4 2024 letter ↗ Javier Ruiz · mentioned 6 times
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 4 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.