2 Genius Stocks Nvidia Owns That You Should Buy for 2026 | The Motley Fool

2 Genius Stocks Nvidia Owns That You Should Buy for 2026 | The Motley Fool

By Keithen Drury
Publication Date: 2025-12-27 19:05:00

Nebius Group and Applied Digital have had an amazing 2025.

The reporting requirements of the Securities and Exchange Commission (SEC) say that companies that own more than $100 million in other companies’ stocks must report those holdings to the SEC at the end of the quarter. Then, 45 days after the quarter ends, that information is released to the public in a Form 13F. These disclosures tend to capture the attention of investors curious about what stocks are being bought and sold by specific companies they follow.

Some of these investors use this information to influence their own investing choices. While it isn’t wise to blindly follow what others are doing, this information can provide some sense of what top-level investors and industry leaders think are the top stocks to own.

One industry leader that investors might want to pay attention to is Nvidia, currently the world’s largest company. It makes the most popular graphics processing units (GPUs) on the market, giving it significant insight into the industry overall, including what’s going on in the artificial intelligence (AI) world.

Image source: Getty Images.

Nvidia is making so much money from its products that it can’t spend it all on growing its own company, so it has started investing in other companies it sees having growth potential. Given its deep knowledge base, investors stand to benefit by paying attention to the companies Nvidia is interested in.

At the end of the third quarter, Nvidia owned shares in…