LongNVDAJul 2026
NVIDIA Corporation
Minotaur began adding Nvidia in the second half of July after having reduced the broader AI-infrastructure cluster in June for concentration reasons. The fund interpreted the…
NVDA
Which hedge funds are long NVDA?
19 published ideas on NVIDIA Corporation across 16 funds — 19 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on NVIDIA Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- Minotaur Global Opportunities Fund
- Minotaur Global Opportunities Fund / Minotaur Capital Management Pty Ltd
- Baron Fifth Avenue Growth Fund
- Baron Opportunity Fund
- Sands Capital Management, LLC - Global Growth
- Sands Capital Management, LLC - Technology Innovators
- Sustainable Growth Advisers, LP - U.S. Large Cap Growth
- Polen Capital Management, LLC - Focus Growth Composite
- LongRun Equity Fund / Rothschild & Co Investment Managers
- BlackRock Science and Technology Term Trust
- Artisan Focus Fund
- Artisan Partners Limited Partnership - Antero Peak Strategy
- Sands Capital Management, LLC - Select Growth
- Sustainable Growth Advisers, LP
- Barometer Capital Management Inc.
- ACR Alpine Capital Research LLC
Long theses
LongNVDAJul 2026
NVIDIA Corporation
Minotaur began buying Nvidia again in the second half of July after having reduced the broader AI-infrastructure cluster in June for concentration reasons. The fund argues that…
LongNVDAJul 2026
NVIDIA Corporation
Minotaur began buying Nvidia again in the second half of July as part of its re-entry into AI infrastructure after the June de-concentration. The fund argues that the sharp July…
LongNVDAJun 2026
NVIDIA Corporation
The Fund believes investors are underestimating the durability of NVIDIA's growth as AI infrastructure spending expands. Despite repeated concerns about custom ASICs and…
LongNVDAJun 2026
NVIDIA Corporation
NVIDIA remains the dominant full-stack provider of accelerated-computing infrastructure, combining GPUs, networking, systems and software. AI-related demand remains exceptionally…
LongNVDAJun 2026
NVIDIA
NVIDIA's first-quarter revenue grew 85 percent and earnings per share grew 131 percent, reinforcing the durability of AI infrastructure spending. Sands expects demand to broaden…
LongNVDAJun 2026
NVIDIA
NVIDIA continues to benefit from robust accelerated-computing demand, with first-quarter revenue up 85 percent and earnings per share up 131 percent. AI adoption is broadening…
LongNVDAJun 2026
Nvidia
SGA remains constructive on Nvidia because demand from major cloud customers continues to align with the company's long-term outlook. Management continues to expect…
LongNVDAJun 2026
NVIDIA Corporation
Polen added to NVIDIA because earnings had grown much faster than the share price, causing valuation to compress without a deterioration in the business. NVIDIA remains the…
LongNVDAJun 2026
Nvidia
LongRun initiated a position in Nvidia during the quarter because it believes the company's fundamental profile has strengthened while its valuation has de-rated. Nvidia now…
LongNVDAJun 2026
Nvidia
Nvidia represented 3.7% of net assets and remained one of BSTZ's ten largest holdings. BlackRock believes advanced semiconductors and compute remain foundational to the AI…
LongNVDAJun 2026
NVIDIA Corporation
NVIDIA is one of the portfolio's named Compute Infrastructure holdings and was a meaningful Q2 contributor. Artisan believes AI has evolved into a multi-trillion-dollar capital…
LongNVDAJun 2026
NVIDIA Corp
NVIDIA is a major holding within the Compute Infrastructure theme. The strategy believes AI has become a multi-trillion-dollar capital cycle in which increasing token demand and…
LongNVDAJun 2026
NVIDIA
NVIDIA continues to show robust demand for accelerated computing, with first-quarter revenue up 85 percent and earnings per share up 131 percent. The opportunity is broadening…
LongNVDAJun 2026
NVIDIA Corporation
Polen added to NVIDIA because earnings had grown much faster than the share price, causing valuation to compress without a deterioration in the business. NVIDIA remains the…
LongNVDAJun 2026
Nvidia
SGA remains constructive on Nvidia after strong results and disclosures showing demand from the largest cloud customers consistent with its long-term outlook. Management…
LongNVDAJun 2026
NVIDIA Corporation
NVIDIA is a major holding within Artisan's Compute Infrastructure theme. Artisan believes hyperscaler capital expenditures are on a path from roughly $146 billion in 2021 toward…
LongNVDASep 2026
NVIDIA Corporation
NVIDIA remains a core beneficiary of Barometer's renewed semiconductor exposure. The manager views NVIDIA as the dominant compute platform for artificial intelligence. Heavy…
LongNVDASep 2026
NVIDIA Corp
NVIDIA is a major portfolio holding within the Compute Infrastructure theme. The strategy believes the constraint in digital infrastructure has shifted from connectivity toward…