Position
Select Equity Group, L.P. in Nvidia Corp
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$8.48M$186.50 → $174.40
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 700.9K | $130.7M | — | — | — | 0.6% |
| Q1 2026 | 903.5K | $157.6M | $174.40 | −$8.48M | $35.3M | 0.8% |