Third Point — NVDA

How Third Point's position in NVIDIA CORPORATION changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	190,000	$33,136,000	1.59%	TRIM
Q4 2025	2,950,000	$550,175,000	7.56%	NEW