Ag2R la Mondiale Gestion D'Actifs 13F: Adds $11M to NVDA Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs boosted its NVIDIA stake by 46,273 shares, a 4.4% increase, in a filing on October 26, 2026.
- Ag2R la Mondiale Gestion D'Actifs held 1,090,799 $NVDA shares at quarter end, up 4.43% from the prior quarter.
- The fund's position now accounts for 16.42% of its total holdings, ranking it first among 425 positions with a total reported value of about $1.52 billion.
- As of October 27, 2026, NVIDIA shares recently traded around $216, which is about equal to the closing price on the filing date.
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On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs boosted its stake in NVIDIA Corporation (NVDA) by 46,273 shares. This increase brings its total holdings to 1,090,799 shares, valued at about $249.1 million, according to the fund's latest Form 13F filing with the SEC.
NVDA
NVIDIA Corporation
What Changed in Ag2R la Mondiale Gestion D'Actifs's NVIDIA Position
Ag2R la Mondiale Gestion D'Actifs increased its NVIDIA shares from 1,044,526 to 1,090,799, a 4.4% increase. The total value of this position is approximately $249.1 million, making it a significant part of the fund's overall holdings.
Where NVIDIA Fits in Ag2R la Mondiale Gestion D'Actifs's Portfolio
NVIDIA now represents 16.42% of Ag2R la Mondiale's portfolio, ranking first among its 425 reported positions.
Other Institutional Activity in NVIDIA
On the same day, UniSuper Management trimmed its NVIDIA shares by 532,501, reducing its total to 8,071,857 shares valued at about $1.84 billion. This move contrasts with Ag2R's increase, highlighting differing strategies among institutional investors.
NVIDIA Corporation Stock Up 2.4%
NVIDIA shares closed at $216.00 on October 26, 2026, and recently traded around $215.98 on October 27, 2026. The stock is currently below its 50-day moving average by about 2.9%, but above its 200-day average by 6.0%. The shares are about 11.3% below their 52-week high of $243.37.
Recent Earnings
NVIDIA reported trailing twelve-month revenue of about $302.97 billion and an EPS of $7.91. The company's next earnings report is scheduled for November 17, 2026.
Dividend
NVIDIA pays an annual dividend of $1.00 per share, resulting in a yield of 0.47%. The payout ratio stands at 3.5%.
Insider Buying and Selling at NVIDIA Corporation
Mark A Stevens, a director at NVIDIA, sold 1,848,501 shares on September 2, 2026, valued at approximately $410.8 million. He also sold 1,022,239 shares on September 4 and 1,366,000 shares on September 18, totaling around $300.1 million. Timothy S Teter, General Counsel, sold 30,460 shares on September 21, valued at about $6.8 million. These sales occurred before the recent boost in shares by Ag2R la Mondiale.
Analysts Set New Price Targets
On October 22, 2026, Needham reiterated a Buy rating on NVIDIA with a price target of $300. This follows other recent ratings, including a Buy from Rosenblatt with a target of $390. The consensus among 58 analysts suggests a strong buy with a mean price target of $328.95.
About NVIDIA Corporation
NVIDIA Corporation operates as a leader in AI infrastructure, providing data center solutions and semiconductor products. The company's focus on advanced computing and graphics technology places it at the forefront of the tech industry, making its stock a focal point for institutional investments like that of Ag2R la Mondiale.
Bottom Line
Investors should keep an eye on NVIDIA's upcoming earnings report on November 17, 2026, and monitor further institutional activity as the market evolves. The latest filing from Ag2R la Mondiale shows a strategic increase in their investment, reflecting confidence in NVIDIA's growth potential.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $NVDA (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts