Nvidia Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Nvidia Corp. reported 7 stock positions worth $18.4 billion. Its top holding was Intel (INTC) at 51.6% of the portfolio, followed by Coreweave Class A (CRWV, 19.9%) and Synopsys (SNPS, 10.4%). Compared with Q4 2025, it opened 2 new positions and added to 1. The biggest buy was a new position in Coherent (COHR).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001045810
- Portfolio Value
- $18.4B (Q1 2026)
- SEC Filing
- 0001045810-26-000042 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $18.4B
| INTC Intel Corp. | 51.58% | 214,776,632 | $9.5B | No change |
| CRWV Coreweave Inc. Class A | 19.91% | 47,213,353 | $3.7B | Add +94.5% |
| SNPS Synopsys Inc. | 10.40% | 4,821,717 | $1.9B | No change |
| COHR Coherent Corp. | 10.10% | 7,788,161 | $1.9B | New |
| NOK Nokia Corp.-Spon ADR | 7.28% | 166,389,351 | $1.3B | No change |
| NBIS Nebius Group NV | 0.67% | 1,190,476 | $123.5M | No change |
| GENB Generate Biomedicines Inc. | 0.06% | 833,325 | $10.4M | New |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
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 |