Nvidia shakes up stock portfolio, cratering Serve Robotics and sending WeRide soaring

Last updated: February 15, 2025 1:29 am

By MT HANNACH

3 Min Read

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NVIDIA (Nvda) Friday revealed his latest actionsAnd the revelation has led to wild oscillations in the fortune of companies that have seen their actions purchased or sold by the chip giant.

Friday, the biggest winner was the actions of Weride (WRD), a Chinese autonomous driving game, which saw its actions almost double after Nvidia revealed a new participation in the company of around 1.8 million shares, worth around 57 million dollars at Friday market price.

The Weride stock increased by 83.5% during the day.

Nebius group (Nbis), an AI company based in the Netherlands which was Separated from the Russian research giant Yandex Last year, saw its shares increase up to 14% after Nvidia revealed a new position of $ 1.2 million worth around 56 million dollars at Friday market prices. The title paid 6.7% on the session.

NVIDIA refused to comment on the changes in its action portfolio.

On the other hand, serve robotics (Serve) The shares were hammered, down 39.4% after Nvidia revealed that she closed her position in the robotics company during the fourth quarter.

Soundhound (Cash) Actions also dropped by 28.1% after Nvidia revealed that she sold the rest of her assets in the AI vocal company.

Nvidia also revealed that he sold about half of his participation in Arm Holdings (ARM), leaving the company with around 1.1 million shares of the flea designer worth around $ 175 million at current prices. The arms stock dropped by just over 3% on Friday.

The value of the NVIDIA portfolio amounted to approximately $ 305 million at the end of the year, according to Friday’s file.

Investors are required to deposit a 13F with the SEC if their assets exceed $ 100 million, these disclosure arriving approximately 45 days after the end of a given quarter.

Nvidia’s assets, therefore, may have changed in the past six weeks, and it may have increased, decreased, closed or launched new positions since the start of the year.