Billionaires Tepper, Loeb, and Soros Take Different Stances on NVIDIA

Three billionaire investors have made significant moves in NVIDIA stock, showcasing their differing views on the company's future.

NVIDIA shares closed at $225.16 on August 14, 2026, after a 12.53% run from its June 30 price of $200.09. David Tepper's Appaloosa LP increased its NVIDIA stake by 53,500 shares to 1,525,000, valuing the position at $305,137,250.

Tepper's move was a modest add on an already large stake, indicating his continued conviction in NVIDIA's growth. The company reported Q1 FY2027 revenue of $82 billion, up 85% year over year, and a Q2 guide of $91 billion ± 2%, demonstrating its impressive growth rates.

In contrast, Dan Loeb sold all 190,000 shares of NVIDIA stock in the same quarter, eliminating his position entirely. Loeb's decision was part of a broader reshuffle out of several notable stocks, including Meta Platforms and Amazon.

George Soros took a different approach, opening a put position on NVIDIA covering 400,000 notional underlying shares, while still holding 1,064,635 shares valued at $213,022,817. This configuration reads as a hedge on his large existing long position, rather than a directional bet against the stock.

The analyst consensus target price for NVIDIA is $302.83, with 10 strong buy ratings and only one sell rating. Options markets are calm, but three legendary managers have reached distinct conclusions about the company's future in just 90 days.