Mar Vista Investment Partners, LLC released its third-quarter 2025 investor letter, highlighting a standout period for US equities with a +6.41% return. Top holdings include NVIDIA Corporation (NVDA), which saw a 40.28% gain over the last year. NVIDIA is positioned to capture substantial value in the AI market.

NVIDIA Corporation (NVDA) is the 5th most popular stock among hedge funds, with 235 portfolios holding it. In Q2 of fiscal 2026, NVIDIA reported $46.7 billion in revenues, surpassing expectations. While NVIDIA has potential, other AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: NVIDIA (NVDA) Continues to Benefit from AI infrastructure Build-out