Nvidia revealed its latest 13F filing on Friday, disclosing its Q4 stock movements, which included its first purchase of shares in WeRide and Nebius Group, as well as trimming its position in Arm Holdings and liquidating its stakes in Nano-X Imaging, Serve Robotics, and SoundHound AI.

According to the filing, Nvidia bought nearly 1.7 million shares of WeRide and 1.2 million shares of Nebius in Q4. Both stocks saw significant pre-market gains, with WeRide jumping 111% and Nebius rising by 7%.

WeRide is a Chinese autonomous driving company known for its Robo Street Sweepers, which have been collaborating with Nvidia since early 2022 to develop autonomous cleaning technology. This collaboration aligns with Nvidia's push into the broader autonomous vehicle and AI-driven infrastructure markets.

Nebius Group, an AI cloud platform provider, focuses on managing some of the most complex AI workloads. The company recently announced plans to build its first NVIDIA GPU cluster in the United States, which is expected to be fully operational by the first quarter of 2025. The move highlights Nebius's growing role in the cloud AI space and its increasing reliance on Nvidia's cutting-edge technology.

On the other hand, Nvidia made a notable reduction in its position in Arm Holdings, cutting its holdings by about half during Q4. Nvidia still holds 1.1 million shares of Arm, according to the latest filing. Despite the sale, Arm's stock slipped by 1% in pre-market trading.

Additionally, Nvidia fully liquidated its positions in Nano-X Imaging (NNOX), Serve Robotics (SERV), and SoundHound AI (SOUN). Nvidia held approximately 60,000 shares of Nano-X Imaging, 3.7 million shares of Serve Robotics, and 1.7 million shares of SoundHound AI. Following the news, Serve Robotics and SoundHound AI saw sharp declines, with their stocks dropping 30% and 10%, respectively, in pre-market trading.