Locust Wood Capital Advisers LLC trimmed its investment position in NVIDIA Corporation during the third quarter of 2025, according to recent filings. The firm reduced its stake by 2.9%, selling 21,268 shares of the semiconductor giant. Following this adjustment, Locust Wood Capital retains a holding of 717,665 shares, valued at approximately $133.9 million. Analysts suggest this move represents a routine portfolio rebalancing or profit-taking strategy, as the stock remains among the firm's top 15 holdings. This minor reduction occurred even as NVIDIA reported robust third-quarter financial results, with revenue reaching $57.01 billion and exceeding market expectations. Despite limited institutional selling, the overall outlook for the stock remains positive, supported by strong fundamental performance.
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