D1 Capital Partners L.P. 13F: Adds $83M to NVIDIA (NVDA) Stake

D1 Capital Partners Expands Holdings in NVIDIA Corporation

D1 Capital Partners L.P. boosted its position in NVIDIA Corporation (NasdaqGS: NVDA) by 36.4% during the period, according to a Form 13F filing with the SEC. The fund added 419,082 shares to its holdings, bringing its total count to 1,568,793 shares. Based on the filing disclosures, the reported value of the expanded stake reached about $310.8 million. Because 13F filings are backward-looking, this snapshot captures portfolio choices as of the reporting date and may not reflect current holdings.

NVIDIA Stock Trades Near Midpoint of Yearly Range

NVIDIA Corporation shares recently changed hands at $198.09 apiece on Saturday. The stock moves within a 52-week range spanning from a low of $164.27 up to a high of $243.37. Its 50-day moving average sits at $223.17 while the 200-day moving average rests at $202.84. With a trailing price-to-earnings ratio of 27.5, the chipmaker continues to command significant attention across institutional portfolios.

Recent Earnings Highlight Strong Profitability

For its most recently reported period, NVIDIA Corporation generated $302.97 billion in revenue with a growth rate of 105.9%. The company posted earnings of $7.91 per share, supported by a net margin of 63.7% and a return on equity of 117.2%. The company's next quarterly earnings report is scheduled for November 17, 2026.

Dividend Metrics and Payout Details

The company pays an annual dividend yielding 0.46%, backed by a dividend payout ratio of 3.5%.

Insider Buying and Selling at NVIDIA Corporation

Company insiders have been active in the market over recent weeks. On June 25, 2026, board members Tench Coxe, Mark Stevens, Stephen Neal, and Brooke Seawell each acquired 1,211 shares. Earlier in the month, Mark Stevens sold 885,000 shares at an average price of $210.17 for a total of $186.0 million on June 18, 2026. Additionally, Executive Vice President of Worldwide Field Operations Ajay Puri sold 36,927 shares at $207.41 per share for a total value of $7.66 million on June 17, 2026.

Wall Street Analysts Update Price Targets

Analyst sentiment remains upbeat as firms adjust their expectations. On October 1, 2026, Cantor Fitzgerald reiterated its Overweight rating with a $350.00 price target. Rosenblatt maintained a Buy rating with a $390.00 target on September 29, 2026, and Piper Sandler initiated coverage with an Overweight rating and a $300.00 target on September 10, 2026. Additional updates came from Needham, Citigroup, Mizuho, and JP Morgan through late August and early September. Wall Street maintains a strong buy consensus on the company with a mean price target of $328.72.

Inside NVIDIA Corporation's Operations

NVIDIA Corporation operates as a data center scale artificial intelligence infrastructure company headquartered in Santa Clara, California. It designs advanced graphics processing units and networking platforms that power everything from enterprise data centers and cloud computing systems to gaming rigs and autonomous vehicles. The firm's hardware and software ecosystems play a central role in modern AI training and deployment across global markets.

Looking Ahead for D1 Capital Partners and NVIDIA

As investors digest these latest institutional moves, attention turns toward upcoming corporate earnings and subsequent SEC disclosures. While D1 Capital Partners increased its commitment during the period, market participants will monitor whether other prominent funds follow suit when new filings emerge.