Tepper added to NVDA, Loeb sold all 190,000 shares, and Soros opened puts against his $213 million long position in the same quarter. Soros holds 1 million NVDA shares alongside his new puts, framing the trade as a hedge on a large long, not a directional short. Analyst consensus targets NVDA at $303 with 85% odds of a new all-time high by year-end, yet three elite managers split three ways on the stock.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Three of the most respected money managers alive reached three completely different conclusions about NVIDIA in the same 90 days. Q2 13F filings, covering positions as of June 30, 2026 and filed August 14, 2026, show David Tepper adding, Dan Loeb exiting entirely, and George Soros opening a put position on top of an existing long stake, a configuration that reads as elite hedging, not directional shorting. NVIDIA (NASDAQ:NVDA) closed at $225.16 on August 14, 2026, after a 12.53% run from the June 30 snapshot price of $200.09.
Let's look at the moves from each superstar fund manager one by one. Appaloosa LP increased NVIDIA by 53,500 shares to a total of 1,525,000 shares, a disclosed value $305,137,250. The reported share delta of 0.036 is a modest add on an already large stake, not a new conviction buy.
The read is fairly straightforward: Tepper still wants exposure to the AI infrastructure trade, and he was willing to lean in rather than trim into strength. NVIDIA's Q1 FY2027 revenue of $82 billion, up 85% year over year, and Q2 guide of $91 billion ± 2% show a company that continues to grow at incredible rates despite its massive size. SoFi Active Invest is offering a limited-time promotion.
Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. Third Point sold all 190,000 shares, taking the position to zero.
Loeb eliminated the position outright. The exit was part of a broader reshuffle out of several Magnificent 7 names. Loeb closed out of Meta Platforms, reduced his Amazon position by nearly 10%, and bet big on Alphabet.
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