Fjell Capital Boosts NVIDIA Holdings by 45%

Investment firm increases stake in computer hardware maker during Q4 2025.

Mar. 31, 2026 at 7:53am

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Fjell Capital LLC, an investment management firm, increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 45% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 36,622 shares of the computer hardware maker's stock, valued at $6.83 million, making NVIDIA its third-largest holding.

Why it matters

NVIDIA is a leading provider of graphics processing units (GPUs) and system-on-chip (SoC) technologies, with a growing presence in the data center, automotive, and edge computing markets. Fjell Capital's increased stake in the company suggests the investment firm sees strong growth potential in NVIDIA's business.

The details

According to the filing, Fjell Capital purchased an additional 11,359 shares of NVIDIA during the fourth quarter, bringing its total holdings to 36,622 shares. This represents a 45% increase in the firm's position in the company. NVIDIA now makes up approximately 5.2% of Fjell Capital's investment portfolio, making it the firm's third-largest holding.

  • Fjell Capital increased its NVIDIA holdings in the fourth quarter of 2025.
  • The SEC filing was made on March 31, 2026.

The players

Fjell Capital LLC

An investment management firm 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

Fjell Capital's increased stake in NVIDIA suggests the investment firm sees strong growth potential in the company's diversified portfolio of hardware and software solutions, particularly in high-growth markets like data centers, automotive, and edge computing.