Nvidia Corp.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Nvidia Corp. reported 5 stock positions worth $393.2 million. Its top holding was Arm Holdings PLC-ADR (ARM) at 81.6% of the portfolio, followed by Recursion Pharmaceuticals-A (RXRX, 14.7%) and Serve Robotics (SERV, 1.8%). Compared with Q1 2024, it opened 1 new position. The biggest buy was a new position in Serve Robotics (SERV).

Most Recent 13F
Q2 2026
Location
SANTA CLARA, CA
CIK
0001045810
Portfolio Value
$393.2M (Q2 2024)
SEC Filing
0001045810-24-000256 ↗ filed Aug 14, 2024

Holdings Value

0$20.0B$40.0B$60.0B$80.0B Q1 2024: $332.7M Q1 2024 Q2 2024: $393.2M $393.2M Q2 2024 Q3 2024: $432.9M Q3 2024 Q4 2024: $304.5M Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $4.3B Q2 2025 Q3 2025: $3.8B Q3 2025 Q4 2025: $13.1B Q4 2025 Q1 2026: $18.4B Q1 2026 Q2 2026: $63.4B Q2 2026

Holdings 5 stocks · $393.2M
ARM Arm Holdings PLC-ADR 81.60% 1,960,784 $320.8M No change
RXRX Recursion Pharmaceuticals-A 14.70% 7,706,363 $57.8M No change
SERV Serve Robotics Inc. 1.85% 3,727,033 $7.3M New
SOUN Soundhound AI Inc. Class A 1.74% 1,730,883 $6.8M No change
NNOX Nano-X Imaging Ltd. 0.11% 59,632 $438K No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
SERV Serve Robotics Inc. New 1.85% +1.85

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$63.4BINTC, SPCX, CRWV, COHR, NOK
Q1 2026 7$18.4BINTC, CRWV, SNPS, COHR, NOK
Q4 2025 5$13.1BINTC, SNPS, CRWV, NOK, NBIS
Q3 2025 6$3.8BCRWV, APLD, ARM, NBIS, RXRX
Q2 2025 6$4.3BCRWV, ARM, APLD, NBIS, RXRX
Q1 2025 6$1.1BCRWV, ARM, APLD, RXRX, NBIS
Q4 2024 5$304.5MARM, APLD, RXRX, NBIS, WRD
Q3 2024 6$432.9MARM, APLD, RXRX, SERV, SOUN
Q2 2024 5$393.2MARM, RXRX, SERV, SOUN, NNOX
Q1 2024 4$332.7MARM, RXRX, SOUN, NNOX