Growth Stock Portfolio: 12 Stock Picks By Cathie Wood

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5. NVIDIA Corporation (NASDAQ:NVDA)

Average 5-Year Revenue Growth: 74.45%

Number of Hedge Fund Holders: 234

ARK Investment Management’s Stake Value: $217,489,074

NVIDIA Corporation (NASDAQ:NVDA) is part of the Growth Stock Portfolio. 

According to Reuters on January 24, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang is in Shanghai as the company faces rivalry from local rivals and Chinese regulators. The visit is described as regular and coincides with annual celebrations for the corporation’s Chinese staff. Huang is scheduled to go to Beijing, Shenzhen, and Taiwan after attending a business function in Shanghai. The firm refrained from making any public remarks. Huang visited China at least three times last year, including a meeting with China’s trade minister in July, after his presence was first reported by Chinese media.

NVIDIA Corporation (NASDAQ:NVDA) is awaiting Beijing’s verdict on whether it can sell its H200 artificial intelligence technology to Chinese customers, a sale that Washington has already approved. Although it’s unclear if this is a permanent prohibition or a temporary one, Chinese authorities have informed customs officers that the H200 is not allowed to enter China.

Separately, on January 23, 2026, CNBC reported that Persis Drell, a board member of the firm, resigned after serving on the company’s board for more than ten years.

NVIDIA Corporation (NASDAQ:NVDA) is a leading graphics processing unit manufacturer.

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