Nvidia Corp.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Nvidia Corp. reported 6 stock positions worth $4.3 billion. Its top holding was Coreweave Class A (CRWV) at 91.4% of the portfolio, followed by Arm Holdings PLC-ADR (ARM, 4.1%) and Applied Digital (APLD, 1.8%). Compared with Q1 2025, it added to 1. The biggest buy was Coreweave Class A (CRWV, shares +0%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001045810
- Portfolio Value
- $4.3B (Q2 2025)
- SEC Filing
- 0001045810-25-000199 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $4.3B
| CRWV Coreweave Inc. Class A | 91.36% | 24,277,573 | $4.0B | Add +0.4% |
| ARM Arm Holdings PLC-ADR | 4.11% | 1,101,249 | $178.1M | No change |
| APLD Applied Digital Corp. | 1.79% | 7,716,050 | $77.7M | No change |
| NBIS Nebius Group NV | 1.52% | 1,190,476 | $65.9M | No change |
| RXRX Recursion Pharmaceuticals-A | 0.90% | 7,706,363 | $39.0M | No change |
| WRD Weride Inc.-ADR | 0.32% | 1,738,563 | $13.7M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| CRWV Coreweave Inc. Class A | Add +0.4% | 91.36% | +13.19 |
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 |