Michael Burry Calls Nvidia ‘A Heck of a Trade’ but Questions Its Long-Term Edge
The Big Short investor Michael Burry sees a near-term trading opportunity in Nvidia ($NVDA) but is less keen on holding the stock for the long term...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 336,688 | $22,339,249 | +54% | 0.2% |
| 2. | Fisher Asset Management Ken Fisher | 205,191 | $13,614,447 | 0% | |
| 3. | Ballast Asset Management Ragen Stienke | 36,315 | $2,409,500 | 1.05% | |
| 4. | 13,700 | $908,995 | -50% | 0% | |
| 5. | Arjuna Capital Farnum Brown And Adam Seitchik | 13,259 | $879,735 | +1% | 0.2% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.00 | 1,325 | $100,700.00 | 54,407 | 2026-03-10 | Filing | |
| $77.17 | 4,400 | $339,548.00 | 24,802 | 2026-03-09 | Filing | |
| $24.48 | 4,093 | $100,215.47 | 40,573 | 2022-05-09 | Filing | |
| $18.50 | 2,750 | $50,875.00 | 31,193 | 2020-11-02 | Filing | |
| $18.80 | 13,000 | $244,366.20 | 45,169 | 2020-11-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $51.79 | 10,788 | $558,721.31 | 269,980 | 2026-11-05 | Filing | |
| $54.14 | 10,788 | $584,052.61 | 269,980 | 2026-11-04 | Filing | |
| $64.48 | 10,788 | $695,561.69 | 269,980 | 2026-10-05 | Filing | |
| $64.77 | 10,788 | $698,723.66 | 269,980 | 2026-10-02 | Filing | |
| $80.36 | 292 | $23,466.40 | 16,081 | 2026-09-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,094,606 | $935,177,138 | 0.04% | |
| 2. | 3,428,734 | $225,233,536 | 0.18% | |
| 3. | 2,214,861 | $146,984,293 | 0.01% | |
| 4. | 2,108,003 | $139,865,999 | 0.02% | |
| 5. | 1,988,651 | $131,927,329 | 0.02% |