Azimuth Capital Boosts Stake in NVIDIA

Investment firm increases holdings in computer hardware maker by 0.6% in Q3

Mar. 15, 2026 at 8:35am

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Azimuth Capital Investment Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 0.6% in the 3rd quarter, according to a recent disclosure with the Securities & Exchange Commission. The firm now owns 568,289 shares of the computer hardware maker's stock, worth approximately $106 million.

Why it matters

NVIDIA is a major player in the computer hardware and semiconductor industry, known for its powerful graphics processing units (GPUs) used in gaming, professional visualization, and artificial intelligence applications. Tracking institutional investor activity in NVIDIA stock can provide insights into market sentiment and future growth prospects for the company.

The details

Azimuth Capital Investment Management, an investment management firm, increased its holdings in NVIDIA by buying an additional 3,323 shares during the 3rd quarter. This brought the firm's total NVIDIA position to 568,289 shares, accounting for about 3.8% of its overall investment portfolio.

  • Azimuth Capital Investment Management disclosed its increased NVIDIA stake in a filing with the SEC on March 15, 2026.

The players

Azimuth Capital Investment Management LLC

An investment management firm that owns a significant stake in NVIDIA Corporation.

NVIDIA Corporation

A global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies, serving various industries including gaming, professional visualization, and artificial intelligence.

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The takeaway

Azimuth Capital's increased investment in NVIDIA suggests the firm sees continued growth potential in the company's core GPU and AI hardware businesses. As a major institutional investor, Azimuth's actions provide a positive signal about NVIDIA's future prospects.