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Bridgewater has invested $253 million in Nvidia, increasing its stake to $721 million, which is now 2.63% of its $27.4 billion U.S. stock portfolio. The investment comes despite Nvidia's stock performance being relatively flat over the past six months.

Bridgewater also increased its stakes in Oracle, reaching about $365 million, and in Micron, building a position worth $254 million. Nvidia's recent quarterly revenue was $57 billion, driven by strong data center performance. Oracle's cloud sales rose 34% year-over-year, while Micron is preparing for rising demand in high-bandwidth memory, projecting a market growth from $35 billion in 2025 to $100 billion by 2028.