Exited position

Jeff Smith’s Nvidia (NVDA) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2013Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares4.40MHighest verified quarter-end share count
Quarters reported4Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Nvidia in Q1 2013. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q1 2014, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2014
Sold the entire position−1.25M shares · No shares reported at quarter-end
Q4 2013
Sold 68.8% of the position−2.75M shares · 1.25M shares remained
Filing context

Quarter-end price $16.02 · Estimated holding basis $13.38

Q3 2013
Sold 9.1% of the position−400.00K shares · 4.00M shares remained
Filing context

Quarter-end price $15.56 · Estimated holding basis $13.38

Q2 2013
Bought 83.3% more+2.00M shares · 4.40M shares reported after the change
Filing context

Quarter-end price $14.04 · Estimated holding basis $13.38

Q1 2013
New position+2.40M shares · 2.40M shares reported
Filing context

Quarter-end price $12.83 · Estimated holding basis $12.83

Portfolio importance

How important was Nvidia in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.2%Q4 2013
Last reported rank#17of 22 reported positions
Peak portfolio weight5.0%Q2 2013
Best historical rank#8Q2 2013
At peak importanceQ2 2013
NVDA
5.0%
Largest holding
13.2%
Cross-investor discovery

Who else owns Nvidia?

Also reported by 6 other tracked investors in their latest verified filings.

Chase ColemanTiger Global Management LLC
NVDA9.3% of reported portfolio
David TepperAppaloosa LP
NVDA4.1% of reported portfolio
Ray DalioBridgewater Associates, LP
NVDA3.2% of reported portfolio
Explore Nvidia across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$222.272026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Nvidia stock page →

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.