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NVIDIA reported no Arm Holdings shares in its Form 13F-HR for the quarter ended December 31, 2025, after reporting 1,101,249 shares at the end of September. That ends NVIDIA’s disclosed equity position, not its ability to license Arm technology or develop Arm-based CPUs. The sale is consistent with portfolio rebalancing across AI infrastructure, but NVIDIA has not disclosed a specific reason for it.
What NVIDIA’s filing shows—and what it doesn’t
NVIDIA’s Form 13F-HR, filed February 17, 2026, reports the company’s holdings as of December 31, 2025. It lists no Arm Holdings shares. NVIDIA’s prior filing, for September 30, 2025, reported 1,101,249 shares.
The change establishes that NVIDIA’s reported position had fallen to zero by the end of December. A 13F filing does not, by itself, identify the exact dates of trades or their execution prices, so it does not establish precisely when or how NVIDIA disposed of the shares.
Contemporaneous coverage described the position as about 1.1 million shares worth approximately $140 million. That dollar amount is an estimate based on market pricing, not a transaction value disclosed by NVIDIA.
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Why the sale is read as portfolio realignment
The sale fits a broader interpretation of NVIDIA diversifying its financial exposure across AI infrastructure and the technology ecosystem. EE Times connected the move to activity spanning Arm, x86 and RISC-V architectures, as well as interconnects, packaging and data-center investments. NVIDIA’s July 2026 10-Q also confirms that it continues to hold public and non-marketable equity investments, and warns that changes in their valuations can materially affect their carrying value.
Those facts make portfolio rebalancing a plausible interpretation, not a stated explanation. NVIDIA has not publicly identified a specific reason for selling its Arm shares. The filing also does not establish that NVIDIA has changed its product plans or expects Arm’s business to weaken.
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Equity ownership is separate from Arm licensing
Owning shares in Arm and licensing Arm’s technology are different arrangements. Selling an equity stake does not, on its own, cancel a license or prevent a company from designing products around Arm’s instruction-set architecture or CPU designs. PC Gamer’s February 19, 2026 coverage of the filing made that distinction, noting that NVIDIA’s ability to make and sell Arm-based CPUs depends on licensing deals, not share ownership.
NVIDIA has continued developing Arm-based products, including its Vera server CPU. The share sale therefore does not show that NVIDIA is moving away from Arm CPUs. It shows that NVIDIA no longer reported an ownership stake in Arm at the end of 2025; it does not disclose any change to the licensing arrangements behind its products.
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Arm’s growth and expanding role in AI compute
Arm’s fiscal year ended March 31, 2026 brought $4,920 million in revenue, up from $4,007 million in the prior fiscal year, and $960 million in profit before tax, according to Arm Holdings plc’s 2026 report. The same report lists 56 extant Total Access licences and 329 extant Flexible Access licences.
These figures describe a growing licensor; they do not explain NVIDIA’s investment decision or prove that Arm shares were overvalued. Arm is also expanding beyond licensing individual IP elements. Its 2026 strategic report says the company introduced production silicon with the Arm AGI CPU in March 2026.
That move gives Arm a more direct role in supplying AI-compute systems. Depending on the product and layer of the stack, Arm can be a licensor, a partner, a supplier or a competitor. Its growing role makes the relationship more complex than a simple choice between NVIDIA and Arm.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How to separate the established facts from the interpretation
| Question | What is established | What remains an interpretation or is not disclosed |
|---|---|---|
| Did NVIDIA exit its Arm equity position? | NVIDIA’s 13F-HR shows zero Arm shares as of December 31, 2025, following a reported 1,101,249 shares as of September 30. | The filing does not give exact trade dates or execution prices. |
| Was the position worth about $140 million? | Contemporaneous reporting estimated the roughly 1.1 million-share position at approximately $140 million. | NVIDIA did not disclose that figure as the proceeds from a completed transaction. |
| Did NVIDIA end its use of Arm technology? | The equity sale does not itself end technology licensing; NVIDIA has continued developing Arm-based products, including Vera. | The filing does not disclose a change to NVIDIA’s licensing arrangements or future product plans. |
| Does the sale announce a new AI strategy? | NVIDIA continues to make equity investments, and its July 2026 10-Q discusses valuation risks in those holdings. | NVIDIA has not said the Arm sale was part of a specific strategy. Portfolio realignment is an analytical reading of the move. |
Why the stake had historical significance
NVIDIA and SoftBank terminated their proposed $40 billion acquisition of Arm in February 2022. NVIDIA’s later exit from its minority shareholding ends an equity-investment link that remained after the failed takeover attempt. It does not, by itself, end the separate licensing and product relationship.
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