Maverick Capital Lifts NVIDIA Stake by 39.3% to $556.9 Million
Maverick Capital boosted its NVIDIA stake by 843,025 shares in Q4 2025, a 39.33% increase to 2,986,355 shares valued at $556.9 million. This was the firm’s second-largest portfolio increase after Taiwan Semiconductor Manufacturing Co., underscoring strong bullish conviction in NVIDIA’s AI-driven growth.
1. Q4 2025 Stake Increase
In the fourth quarter of 2025, Maverick Capital increased its NVIDIA position by 843,025 shares, raising its total to 2,986,355 shares valued at $556.9 million. This 39.33% share count boost was the second-largest adjustment in the portfolio for that period.
2. Portfolio Context
The NVIDIA addition trailed only a 62.7% increase in Taiwan Semiconductor Manufacturing Co. holdings, reflecting NVIDIA’s prominence within Maverick’s technology allocation. The sizable commitment indicates confidence in NVIDIA’s leadership in AI chips and potential for continued revenue expansion.