Sands Capital Select Growth Strategy’s Top Absolute Individual Contributor: NVIDIA Corporation (NVDA)

In its third-quarter 2025 capitalist letter, Sands Capital Select Growth Strategy highlighted stocks specified arsenic NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) offers graphics, compute, and networking solutions. The one-month instrumentality of NVIDIA Corporation (NASDAQ:NVDA) was -12.93%, and its shares gained 33.19% of their worth implicit the past 52 weeks. On November 26, 2025, NVIDIA Corporation (NASDAQ:NVDA) banal closed astatine $180.26 per share, with a marketplace capitalization of $4.381 trillion.

Sands Capital Select Growth Strategy stated the pursuing regarding NVIDIA Corporation (NASDAQ:NVDA) successful its 3rd 4th 2025 capitalist letter:

"NVIDIA Corporation (NASDAQ:NVDA) is simply a semiconductor institution helping to alteration the aboriginal of computing. The concern delivered different beardown quarter, with request continuing to outpace supply. Excluding China, its datacenter conception accelerated from 64 percent year-over-year maturation past 4th to 73 percent this quarter, with guidance implying a further summation to 84 percent. NVIDIA sustained maturation adjacent arsenic China’s publication to datacenter gross fell from astir 10 percent to astir zero. For now, China remains a root of imaginable upside. Looking ahead, the upcoming Vera Rubin “superchip” is expected to importantly boost compute performance. This could grow usage cases and enactment higher pricing, arsenic NVIDIA typically charges a percent of the incremental show gain. In September, OpenAI and NVIDIA announced a strategical concern to deploy astatine slightest 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. The archetypal signifier of this deployment is expected to spell unrecorded successful 2026 and volition usage NVIDIA’s Vera Rubin platform."

NVIDIA Corporation (NASDAQ:NVDA) is successful 5th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 235 hedge money portfolios held NVIDIA Corporation (NASDAQ:NVDA) astatine the extremity of the 2nd quarter, up from 212 successful the erstwhile quarter. In the 2nd 4th of fiscal 2026, NVIDIA Corporation (NASDAQ:NVDA) reported $46.7 cardinal successful revenues, exceeding expectations. While we admit the imaginable of NVIDIA Corporation (NASDAQ:NVDA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.