By Usman Kabir
Publication Date: 2026-04-01 21:09:00
NVIDIA Corporation (NASDAQ:NVDA) features on the D. E. Shaw Stock Portfolio: Top 10 Stocks to Buy.
D. E. Shaw is among a handful of elite money managers who have been bullish on NVIDIA Corporation (NASDAQ:NVDA) since before it was an AI powerhouse. The fund has owned a stake in the company since late 2010. Back then, this position comprised 8.7 million shares. D. E. Shaw grew this to over 156 million shares in the second quarter of 2019. Since then, the holding has been trimmed. Filings for the fourth quarter of 2025 show that D. E. Shaw owns more than 23 million shares in the company, down over 8% compared to filings for the previous quarter. This is the first time in four quarters that the fund has trimmed the stake, having added to it significantly in the previous three quarters.
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NVIDIA Corporation (NASDAQ:NVDA) remains one of the most prominent stock picks of elite investors, featuring heavily in the portfolios of the hedge fund managers with the highest returns in the past few decades. Several reasons explain this bullish view. In March 2026, NVIDIA CEO Jensen Huang updated the company’s long-term revenue opportunity to $1 trillion through 2027, a significant jump from previous estimates. Hedge funds have started moving away from viewing NVIDIA as a chip maker and instead value it as an integrated AI platform now. NVIDIA’s…
