Nvidia Corp.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nvidia Corp. reported 8 stock positions worth $63.4 billion. Its top holding was Intel (INTC) at 47.3% of the portfolio, followed by Space Exploration Techn Class A (SPCX, 33.1%) and Coreweave Class A (CRWV, 7.4%). Compared with Q1 2026, it opened 1 new position. The biggest buy was a new position in Space Exploration Techn Class A (SPCX).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001045810
- Portfolio Value
- $63.4B (Q2 2026)
- SEC Filing
- 0001045810-26-000065 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $63.4B
| INTC Intel Corp. | 47.27% | 214,776,632 | $30.0B | No change |
| SPCX Space Exploration Techn Class A | 33.06% | 122,764,805 | $21.0B | New |
| CRWV Coreweave Inc. Class A | 7.41% | 47,213,353 | $4.7B | No change |
| COHR Coherent Corp. | 4.84% | 7,788,161 | $3.1B | No change |
| NOK Nokia Corp.-Spon ADR | 3.48% | 166,389,351 | $2.2B | No change |
| SNPS Synopsys Inc. | 3.39% | 4,821,717 | $2.2B | No change |
| NBIS Nebius Group NV | 0.52% | 1,190,476 | $328.8M | No change |
| GENB Generate Biomedicines Inc. | 0.02% | 833,325 | $14.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 33.06% | +33.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $63.4B | INTC, SPCX, CRWV, COHR, NOK |
| Q1 2026 | 7 | $18.4B | INTC, CRWV, SNPS, COHR, NOK |
| Q4 2025 | 5 | $13.1B | INTC, SNPS, CRWV, NOK, NBIS |
| Q3 2025 | 6 | $3.8B | CRWV, APLD, ARM, NBIS, RXRX |
| Q2 2025 | 6 | $4.3B | CRWV, ARM, APLD, NBIS, RXRX |
| Q1 2025 | 6 | $1.1B | CRWV, ARM, APLD, RXRX, NBIS |
| Q4 2024 | 5 | $304.5M | ARM, APLD, RXRX, NBIS, WRD |
| Q3 2024 | 6 | $432.9M | ARM, APLD, RXRX, SERV, SOUN |
| Q2 2024 | 5 | $393.2M | ARM, RXRX, SERV, SOUN, NNOX |
| Q1 2024 | 4 | $332.7M | ARM, RXRX, SOUN, NNOX |