Source: Zhitong Finance Author: Wang Xiaoli
Nvidia disclosed investments in Arm Holdings, SoundHound AI, and Recursion Pharmaceuticals in Form 13f filed with the SEC on Wednesday
chip manufacturer$NVIDIA (NVDA.US)$In Form 13F filed with the US Securities and Exchange Commission (SEC) on Wednesday, it was disclosed that$Arm Holdings (ARM.US)$,$SoundHound AI (SOUN.US)$und$Recursion Pharmaceuticals (RXRX.US)$Wait for the company's investment.
According to statistics, the total market value of Nvidia's holdings in the fourth quarter was US$230 million. The company added 5 new shares to its portfolio in the fourth quarter, without increasing, reducing or clearing individual stocks. Among them, the top ten holdings account for 100% of the total market value.
Among the top five major stocks, chip design company ARM ranked first, holding 1.961,000 shares with a market value of about US$147 million, accounting for 63.95% of the portfolio.
Biotech company Recursion Pharmaceuticals, Inc. ranked second, holding 7.706 million shares with a market value of about US$76 million, accounting for 32.98% of the portfolio.
Voice AI company SoundHound AI ranked third, holding 1.73 million shares with a market value of about US$3.67 million, accounting for 1.59% of the portfolio.
Autonomous driving company Tucson is in fourth place in the future, holding 3.47 million shares with a market value of about US$3.04 million, accounting for 1.32% of the portfolio.
Medical imaging developer NANO-X IMAGING LTD (NNOX.US) ranked fifth, holding 59,600 shares with a market value of about US$379,900, accounting for 0.16% of the portfolio.
Notably, Nvidia's investment in SoundHound was viewed by the company's investors as a bullish sign. Following the disclosure of shares, SoundHound's stock price surged 55% at the end of Wednesday. According to information, SoundHound mainly produces artificial intelligence software for audio recognition, and Nvidia was listed as an investor in SoundHound in 2017.
Furthermore, Nvidia and Arm have an indissoluble bond. As early as 2020, Nvidia tried to buy Arm at a price of 40 billion US dollars. The deal ultimately failed under regulatory pressure, and Nvidia terminated the acquisition of Arm in February 2022.
After the failed acquisition, Arm became the largest initial public offering (IPO) company in 2023. SoftBank Group bought the chip design company for 32 billion US dollars in 2016 and still holds the majority of its shares. Since this year, Arm's stock price has risen by more than two-thirds, and the market valuation has increased to nearly 130 billion US dollars. Benefiting from the sharp rise in Arm stock prices this year, SoftBank's stock price also hit the highest level since May 2021.
edit/lambor