Jim Cramer Stock Portfolio: Top 5 Stock Picks

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Funds: 264

NVIDIA Corporation (NASDAQ:NVDA) remains a core holding in Jim Cramer’s stock portfolio. In December, he reiterated his call for investors to own the stock for the long term and criticized the market for overlooking positive developments related to China. Cramer said investors had previously viewed restrictions on NVIDIA Corporation (NASDAQ:NVDA)’s ability to sell chips in China as a key reason to stay cautious. But when NVIDIA Corporation (NASDAQ:NVDA) later received approval to sell certain chips there, the market showed little reaction and the stock did not move higher, he said.

“Nvidia is what’s known as a retail stock owned heavily by you, by individuals who are easily scared,” Cramer said. “Do you know why I say own Nvidia? Don’t trade it? Because this kind of thing has driven regular individual investors, including perhaps you out of the stock since it was trading at two bucks when I recommended it. And that was a few years ago. I view it as my job to stop the trading madness, to grip so many people, to dispel the needless fear, to quell the rebellion against simply owning a stock.”

Baron Opportunity Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its fourth quarter 2025 investor letter:

“At Baron, we are deep research, evidence-based investors. We are positive about AI because it is real. It is the most significant change to the global economy since the internet itself. Every digital interaction of today forward will have AI as the brains of the application. We have investments across all the layers of the AI stack and spanning industries. Our most successful investments to date have been in the infrastructure or compute layer. We were early investors in NVIDIA Corporation (NASDAQ:NVDA), over four years before the ChapGPT moment of November 2022, and it has been more than a 10-bagger for the Fund. Several of us spent a full day with founder and CEO Jensen Huang in the Fall of 2018, where he went to the white board to teach us about AI and why NVIDIA would win.”