Nvidia Adjusts Stock Portfolio, Adding New Positions in Key Companies

TLDR Nvidia’s portfolio value increased by $9 billion between Q3 and Q4 of 2025. The company reduced its holdings from six to five positions during this period. Nvidia completely divested from Applied Digital Corp, Arm Holdings, Recursion Pharmaceuticals, and WeRide Inc. New investments were made in Intel, Synopsys Inc, and Nokia. Intel became Nvidia’s largest [...]

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