Nvidia Corp.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nvidia Corp. reported 6 stock positions worth $432.9 million. Its top holding was Arm Holdings PLC-ADR (ARM) at 64.8% of the portfolio, followed by Applied Digital (APLD, 14.7%) and Recursion Pharmaceuticals-A (RXRX, 11.7%). Compared with Q2 2024, it opened 1 new position. The biggest buy was a new position in Applied Digital (APLD).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001045810
- Portfolio Value
- $432.9M (Q3 2024)
- SEC Filing
- 0001045810-24-000305 ↗ filed Nov 14, 2024
Holdings Value
Holdings 6 stocks · $432.9M
| ARM Arm Holdings PLC-ADR | 64.77% | 1,960,784 | $280.4M | No change |
| APLD Applied Digital Corp. | 14.70% | 7,716,050 | $63.7M | New |
| RXRX Recursion Pharmaceuticals-A | 11.73% | 7,706,363 | $50.8M | No change |
| SERV Serve Robotics Inc. | 6.84% | 3,727,033 | $29.6M | No change |
| SOUN Soundhound AI Inc. Class A | 1.86% | 1,730,883 | $8.1M | No change |
| NNOX Nano-X Imaging Ltd. | 0.08% | 59,632 | $363K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 2024
| APLD Applied Digital Corp. | New | 14.70% | +14.70 |
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 |