NASDAQ · Semiconductors
NVDANVIDIA Corporation
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🐋 Smart money holding NVDA
All funds →Tiger Global Management
Chase Coleman · 🚀 Growth · $28B AUM
5.4%
of portfolio
Fundsmith Equity Fund
Terry Smith · 🚀 Growth · $28B AUM
4.2%
of portfolio
Renaissance Technologies
Robert Mercer / Peter Brown · 🤖 Quant · $96B AUM
1.6%
of portfolio
Aggregated from 12 tracked institutional investors' latest 13F & portfolio disclosures. Holdings reflect long positions as of last quarter-end and may differ from current. See all tracked funds →
📊 Wall Street Consensus
69 analysts rating NVDA
consensus
Data on NVIDIA Corporation
Recent NVDA News
NVIDIA Takes 4.5% Stake in South Korea's Naver as AI Partnership Deepens; Naver Shares Surge
NVIDIA has acquired a 4.5% equity stake in Naver as part of an expanded AI collaboration, with Naver shares surging on the news as investors welcome NVIDIA's vote of confidence in the Korean AI platform.
Jul 27, 2026
🇺🇸 United StatesNvidia Launches Self-Cooling GPU Technology to Solve Data Center Power and Space Constraints
Nvidia has developed closed-loop liquid cooling for its GPUs, replacing traditional air-fan cooling systems.
Jul 19, 2026
🇺🇸 United StatesHistory Says Chip Stock Selloffs Are Buying Opportunities—Is 2026's 20% Drawdown Different?
Semiconductor stocks are down over 20% from recent peaks as AI spending scrutiny intensifies.
Jul 19, 2026
🇺🇸 United StatesNvidia's AI Stack Faces Structural Shifts as CUDA Rivals, HBM Supply, and Power Constraints Converge
Nvidia's CUDA moat faces rising competition from alternative AI chip architectures for the first time.
Jul 19, 2026
🇺🇸 United StatesNvidia Blackwell GPUs Command Gray-Market Premiums in China Despite Export Ban
Nvidia Blackwell GPUs command steep gray-market premiums in China after US export ban restrictions take hold
Jun 26, 2026
🇺🇸 United StatesNvidia AI Chips Surge on Chinese Black Market — Export Controls Validate Massive Unmet Demand
Nvidia's flagship AI chips command 2-3x premiums on Chinese grey markets as export restrictions create acute supply gaps that domestic Chinese alternatives like Huawei Ascend cannot yet fill.
Jun 25, 2026
About NVIDIA Corporation
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