Bridgewater trims Nvidia stake 18% as quarterly revenue surges
Bridgewater reduced its Nvidia position by 18% to 3,866,195 shares and increased Vistra by 116% to 751,695 shares. Nvidia remains seen as the cleaner growth engine, with latest quarterly revenue up 106% to $96.2 billion and data-center revenue rising 117% to $89 billion. Demand for accelerated computing is still outpacing supply, and many funds continue to hold Nvidia.