# NVIDIA (NVDA): value investors who own it | moatshark

11 value investors held NVIDIA in their Q3 2026 13F, led by Mairs & Power, Polen Capital Management, H&H International (Duan Yongping), Jensen Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Mairs & Power | 8.6% | $942m | Trimmed -1.1% | 29 |
| Polen Capital Management | 6.9% | $796m | Trimmed -3.1% | 5 |
| H&H International (Duan Yongping) | 6.6% | $1.3bn | Trimmed -55% | 6 |
| Jensen Investment Management | 5.8% | $240m | Trimmed -27% | 5 |
| Appaloosa | 4.0% | $305m | Added +3.6% | 14 |
| Weitz Investment Management | 0.5% | $7.0m | Unchanged | 2 |
| Davis Selected Advisers | 0.1% | $31.0m | Added +36% | 5 |
| Matrix Asset Advisors | 0.1% | $1.4m | Trimmed -2.0% | 14 |
| Horizon Kinetics | 0.0% | $1.4m | Trimmed -1.3% | 15 |
| Dodge & Cox | 0.0% | $680k | Unchanged | 4 |
| Harris Associates (Oakmark) | 0.0% | $2.5m | Added +0.1% | 8 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-21 | Teter Timothy S. | EVP, General Counsel and Sec | Sold | 13478 | $3.0m |
| 2026-09-21 | Teter Timothy S. | EVP, General Counsel and Sec | Sold | 12483 | $2.8m |
| 2026-09-21 | Teter Timothy S. | EVP, General Counsel and Sec | Sold | 4499 | $1.0m |
| 2026-09-18 | STEVENS MARK A | Director | Sold | 1356000 | $298m |
| 2026-09-18 | STEVENS MARK A | Director | Sold | 10000 | $2.2m |
| 2026-09-17 | Kress Colette | EVP & Chief Financial Officer | Sold | 20369 | $4.5m |
| 2026-09-17 | Kress Colette | EVP & Chief Financial Officer | Sold | 9868 | $2.2m |
| 2026-09-17 | Kress Colette | EVP & Chief Financial Officer | Sold | 4681 | $1.0m |
| 2026-09-04 | STEVENS MARK A | Director | Sold | 237820 | $55.0m |
| 2026-09-04 | STEVENS MARK A | Director | Sold | 197180 | $45.4m |
| 2026-09-04 | STEVENS MARK A | Director | Sold | 182628 | $42.6m |
| 2026-09-04 | STEVENS MARK A | Director | Sold | 4611 | $1.1m |
| 2026-09-03 | STEVENS MARK A | Director | Sold | 200000 | $46.0m |
| 2026-09-03 | STEVENS MARK A | Director | Sold | 198707 | $45.2m |
| 2026-09-03 | STEVENS MARK A | Director | Sold | 1293 | $295k |
| 2026-09-02 | STEVENS MARK A | Director | Sold | 300000 | $67.9m |
| 2026-09-02 | STEVENS MARK A | Director | Sold | 300000 | $67.2m |
| 2026-09-02 | STEVENS MARK A | Director | Sold | 300000 | $66.9m |
| 2026-09-02 | STEVENS MARK A | Director | Sold | 300000 | $66.0m |
| 2026-09-01 | STEVENS MARK A | Director | Sold | 63501 | $14.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Growth Fund | Mairs & Power | 9.4% | $520m | 2026-06-30 |
| Jensen Quality Growth Fund | Jensen Investment Management | 6.7% | $198m | 2026-05-31 |
| Polen Global Growth Fund | Polen Capital Management | 5.5% | $6.2m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.1% | $7.0m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/nvda). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.