Andra AP-fonden reports 68.38% increase in ownership of NVDA / NVIDIA Corporation

NVIDIA Corporation

MX ˙ BMV ˙ US67066G1040

Security	MX:NVDA / NVIDIA Corporation
Institution	Andra AP-fonden
Latest Disclosed Ownership	3,522,798 shares
Latest Disclosed Value	$ 614,375,971

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 3,522,798 shares of NVIDIA Corporation (MX:NVDA) valued at $614,375,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,092,177 shares of NVIDIA Corporation. This represents a change in shares of 68.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-08	2026-03-31	13F	NVIDIA	COM	67066G104	3,522,798	1,430,621	68.38	614,376	57.45	7.3195
2026-02-12	2025-12-31	13F	NVIDIA	COM	67066G104	2,092,177	992,577	90.27	390,191	90.19	4.8206
2025-11-12	2025-09-30	13F	NVIDIA	COM	67066G104	1,099,600	-143,700	-11.56	205,163	4.45	2.6218
2025-08-06	2025-06-30	13F	NVIDIA	COM	67066G104	1,243,300	874,200	236.85	196,429	391.03	2.7325
2025-05-13	2025-03-31	13F	NVIDIA	COM	67066G104	369,100	-1,089,200	-74.69	40,003	-79.57	0.6558
2025-02-07	2024-12-31	13F	NVIDIA	COM	67066G104	1,458,300	-189,000	-11.47	195,835	-2.11	3.1366
2024-11-12	2024-09-30	13F	NVIDIA	COM	67066G104	1,647,300	-90,300	-5.20	200,048	-6.81	2.9461
2024-08-07	2024-06-30	13F	NVIDIA	COM	67066G104	1,737,600	1,583,200	1,025.39	214,663	53.87	3.6067
2024-05-13	2024-03-31	13F	NVIDIA	COM	67066G104	154,400	112,500	268.50	139,510	572.36	2.4766
2024-02-15	2023-12-31	13F	NVIDIA	COM	67066G104	41,900	-4,200	-9.11	20,750	3.47	1.0987
2023-11-09	2023-09-30	13F	NVIDIA	COM	67066G104	46,100	6,900	17.60	20,053	20.93	1.1821
2023-08-09	2023-06-30	13F	NVIDIA	COM	67066G104	39,200	-8,400	-17.65	16,582	25.42	0.4195
2023-05-12	2023-03-31	13F	NVIDIA	COM	67066G104	47,600	11,200	30.77	13,222	264,320.00	0.3439
2023-02-13	2022-12-31	13F	NVIDIA	COM	67066G104	36,400	-17,200	-32.09	5	-99.92	0.1612
2022-11-14	2022-09-30	13F	NVIDIA	COM	67066G104	53,600	4,700	9.61	6,507	-12.22	0.2132
2022-08-15	2022-06-30	13F	NVIDIA	COM	67066G104	48,900	12,300	33.61	7,413	-31.13	0.2123
2022-02-15	2021-12-31	13F	NVIDIA	COM	67066G104	36,600	-24,600	-40.20	10,764	-15.10	0.2192
2021-11-12	2021-09-30	13F	NVIDIA	COM	67066G104	61,200	48,800	393.55	12,678	27.79	0.2610
2021-08-16	2021-06-30	13F	NVIDIA	COM	67066G104	12,400	-6,600	-34.74	9,921	-2.21	0.2026
2021-05-17	2021-03-31	13F	NVIDIA	COM	67066G104	19,000	-1,500	-7.32	10,145	-5.23	0.2236
2021-02-12	2020-12-31	13F	NVIDIA	COM	67066G104	20,500	-3,400	-14.23	10,705	-17.24	0.2362
2020-11-12	2020-09-30	13F	NVIDIA	COM	67066G104	23,900	-200	-0.83	12,935	41.27	0.3508
2020-08-06	2020-06-30	13F	NVIDIA	COM	67066G104	24,100	4,900	25.52	9,156	80.91	0.2664
2020-05-13	2020-03-31	13F	NVIDIA	COM	67066G104	19,200	-200	-1.03	5,061	10.87	0.1840
2020-02-10	2019-12-31	13F	NVIDIA	COM	67066G104	19,400	7,900	68.70	4,565	128.02	0.1306
2019-11-19	2019-09-30	13F	NVIDIA	COM	67066G104	11,500	1,600	16.16	2,002	23.12	0.0595
2019-08-15	2019-06-30	13F	NVIDIA	COM	67066G104	9,900	-2,600	-20.80	1,626	-27.54	0.0468
2019-05-14	2019-03-31	13F	NVIDIA	COM	67066G104	12,500	-4,700	-27.33	2,244	-53.58	0.0653
2018-10-16	2018-09-30	13F	NVIDIA	COM	67066G104	17,200	-5,400	-23.89	4,834	-9.71	0.1246
2018-08-17	2018-06-30	13F	NVIDIA	COM	67066G104	22,600	3,900	20.86	5,354	23.62	0.1447
2018-04-10	2018-03-31	13F	NVIDIA	COM	67066G104	18,700	-8,500	-31.25	4,331	-17.71	0.1122
2018-02-14	2017-12-31	13F	NVIDIA	COM	67066G104	27,200	-500	-1.81	5,263	6.28	0.1195
2017-10-31	2017-09-30	13F	NVIDIA	COM	67066G104	27,700	2,200	8.63	4,952	34.35	0.1159
2017-08-08	2017-06-30	13F	NVIDIA	COM	67066G104	25,500	-16,800	-39.72	3,686	-20.01	0.0912
2017-05-15	2017-03-31	13F	NVIDIA	COM	67066G104	42,300	-4,900	-10.38	4,608	-8.54	0.1081
2017-02-13	2016-12-31	13F	NVIDIA	COM	67066G104	47,200	-35,900	-43.20	5,038	-11.52	0.1378
2016-11-14	2016-09-30	13F	NVIDIA	COM	67066G104	83,100	10,000	13.68	5,694	65.72	0.1525
2016-08-12	2016-06-30	13F	NVIDIA	COM	67066G104	73,100	-20,300	-21.73	3,436	3.25	0.0877
2016-05-04	2016-03-31	13F	NVIDIA	COM	67066G104	93,400	-9,500	-9.23	3,328	-1.89	0.0871
2016-02-10	2015-12-31	13F	NVIDIA	COM	67066G104	102,900	3,400	3.42	3,392	38.28	0.0969
2015-11-12	2015-09-30	13F	NVIDIA	COM	67066G104	99,500	-127,900	-56.24	2,453	-46.36	0.0719
2015-08-13	2015-06-30	13F	NVIDIA	COM	67066G104	227,400	9,500	4.36	4,573	0.29	0.1321
2015-05-14	2015-03-31	13F	NVIDIA	COM	67066G104	217,900	-135,900	-38.41	4,560	-35.72	0.1291
2015-02-13	2014-12-31	13F	NVIDIA	COM	67066G104	353,800	-231,800	-39.58	7,094	-34.34	0.1644
2014-11-12	2014-09-30	13F	NVIDIA	COM	67066G104	585,600	192,000	48.78	10,804	48.06	0.2533
2014-07-09	2014-06-30	13F	NVIDIA	COM	67066G104	393,600	178,100	82.65	7,297	89.04	0.1600
2014-05-13	2014-03-31	13F	NVIDIA	COM	67066G104	215,500	-27,800	-11.43	3,860	-0.97	0.0890
2014-02-05	2013-12-31	13F	NVIDIA	COM	67066G104	243,300	-33,000	-11.94	3,898	-9.33	0.0920
2013-11-07	2013-09-30	13F	NVIDIA	COM	67066G104	276,300	-11,000	-3.83	4,299	6.65	0.1096
2013-07-18	2013-06-30	13F	NVIDIA	COM	67066G104	287,300	287,300		4,031		0.1049

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.