Gotham Asset Management Boosts NVIDIA Stake by 26%

The hedge fund now holds $534 million in NVIDIA shares.

Mar. 17, 2026 at 2:06pm

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Gotham Asset Management LLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 26% during the third quarter, according to a recent SEC filing. The hedge fund now owns 2.86 million shares of the computer hardware maker, worth $534.2 million, making NVIDIA its third-largest holding.

Why it matters

NVIDIA's stock has been a strong performer, with the company benefiting from growing demand for its graphics processing units (GPUs) used in gaming, data centers, and other applications. Hedge funds closely watch NVIDIA's performance, and Gotham Asset Management's increased stake suggests the firm sees further upside potential in the stock.

The details

Gotham Asset Management added 591,589 NVIDIA shares to its portfolio during the third quarter, bringing its total position to 2.86 million shares. The hedge fund now holds 2.3% of NVIDIA's outstanding shares, worth $534.2 million. NVIDIA's stock has risen over 70% in the past year, driven by strong demand for its GPUs in gaming, data centers, and other growth markets.

  • Gotham Asset Management increased its NVIDIA stake during the third quarter of 2026.
  • NVIDIA's stock has risen over 70% in the past year.

The players

Gotham Asset Management LLC

A hedge fund that has increased its stake in NVIDIA Corporation.

NVIDIA Corporation

A global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies.

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The takeaway

Gotham Asset Management's increased stake in NVIDIA reflects the hedge fund's confidence in the company's continued growth and performance in the GPU and data center markets. As a major institutional investor, Gotham's move could signal broader institutional interest in NVIDIA's stock.