Nvidia Corp.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Nvidia Corp. reported 6 stock positions worth $3.8 billion. Its top holding was Coreweave Class A (CRWV) at 86.4% of the portfolio, followed by Applied Digital (APLD, 4.6%) and Arm Holdings PLC-ADR (ARM, 4.1%). Its holdings were unchanged from Q2 2025.
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001045810
- Portfolio Value
- $3.8B (Q3 2025)
- SEC Filing
- 0001045810-25-000219 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $3.8B
| CRWV Coreweave Inc. Class A | 86.44% | 24,277,573 | $3.3B | No change |
| APLD Applied Digital Corp. | 4.61% | 7,716,050 | $177.0M | No change |
| ARM Arm Holdings PLC-ADR | 4.05% | 1,101,249 | $155.8M | No change |
| NBIS Nebius Group NV | 3.48% | 1,190,476 | $133.7M | No change |
| RXRX Recursion Pharmaceuticals-A | 0.98% | 7,706,363 | $37.6M | No change |
| WRD Weride Inc.-ADR | 0.45% | 1,738,563 | $17.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
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 |