"Billionaire investors bought NVIDIA ( Nasdaq: NVDA) shares in the second quarter of 2025. Tiger Global Management purchased 11.7 million shares, increasing its stake in the company by 6.8%. Appaloosa Management holds a $276.5 million stake in the company, and Third Point increased its stake by 1.35 million shares worth $285 million. Coatue Management boosted its stake in the company and holds 11.5 million shares."
"It reported a revenue of $46.7 billion, up 56% year-over-year, driven by strong data center sales. The networking revenue from sales of products reached $7.3 billion, up 98% year-over-year. Nvidia's Blackwell-based AI infrastructure system is adopted by popular cloud services providers, including Microsoft ( NASDAQ:MSFT) and OpenAI. The company continues to face U.S. restrictions on the sale of GPUs to China,"
Billionaire investors and major hedge funds are increasing stakes in high-growth tech companies, focusing on AI infrastructure plays. Several funds, including Tiger Global, Appaloosa, Third Point, and Coatue, significantly increased holdings in Nvidia during Q2 2025. Nvidia reported $46.7 billion in revenue, up 56% year-over-year, with networking revenue reaching $7.3 billion, up 98% year-over-year. Nvidia's Blackwell-based AI infrastructure is adopted by major cloud providers such as Microsoft and OpenAI. The company faces U.S. restrictions on GPU sales to China and has excluded China-related revenue from third-quarter guidance. The stock trades at a premium, which investors consider justified.
Read at 24/7 Wall St.
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