NVIDIA Remains Jacobs & Co. CA's 2nd Largest Holding

Institutional investor trims stake in computer hardware maker by 3.6% in Q4

Mar. 21, 2026 at 9:48am

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Jacobs & Co. CA, an institutional investor, trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA) by 3.6% in the fourth quarter, according to a recent 13F filing with the SEC. Despite the reduction, NVIDIA remains Jacobs & Co. CA's second-largest holding, accounting for 5.3% of the firm's portfolio.

Why it matters

NVIDIA's continued prominence in Jacobs & Co. CA's portfolio highlights the institutional investor's confidence in the computer hardware maker's long-term growth prospects, even as the firm adjusts its position. As a major player in the semiconductor and AI industries, NVIDIA's performance is closely watched by investors.

The details

According to the 13F filing, Jacobs & Co. CA owned 298,975 shares of NVIDIA stock as of the end of the fourth quarter, down from 310,045 shares held in the previous quarter. The firm sold 11,070 shares during the period, reducing its stake by 3.6%. NVIDIA remains Jacobs & Co. CA's second-largest holding, valued at $55.8 million as of the filing date.

  • Jacobs & Co. CA trimmed its NVIDIA stake in the 4th quarter of 2025.

The players

Jacobs & Co. CA

An institutional investor 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 multiple industries.

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The takeaway

Jacobs & Co. CA's continued investment in NVIDIA, despite a modest reduction in its stake, underscores the institutional investor's confidence in the computer hardware maker's long-term growth potential. As a major player in the semiconductor and AI industries, NVIDIA's performance remains a closely watched indicator for investors.