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Dec 16, 2025 8:00 PM

Billionaire Investor Adds To Nvidia Position As AI Conviction Builds

Activist investor Dan Loeb's Third Point LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 2% in the third quarter of 2025.

Details

According to recent 13F filings, reflecting his holdings as of Sept. 30, Third Point raised its stake to 2.85 million shares from 2.8 million in the second quarter of 2025.

Notably, in the first quarter of 2025, Third Point added Nvidia to its portfolio by acquiring 1.45 million shares.

Also Read: AI Chipmaker Nvidia Just Released Open Source Models For AI Agents

Recent Earnings Release

Last month, Nvidia reported third-quarter revenue of $57.0 billion, up 62% year over year, beating Street consensus of $54.88 billion. The company reported earnings per share of $1.30, beating a Street estimate of $1.25.

Nvidia is guiding fourth-quarter revenue to be in the range of $63.70 billion to $66.30 billion. The analyst estimate is currently $61.48 billion.

Also, Nvidia said demand for its newest AI chips continues to accelerate, potentially driving total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.

Analyst View

Wedbush Securities analyst Dan Ives described the ...