Nvidia Corp.
Santa Clara, CA 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
- $63.4B
- 8 holdings
- 2026 Q2
- +245.3% QoQ
- Top 5 96.1%
AUM over time
Book
| INTC, Intel | New | 214,776,632 | $36.90 | $7.9B | +214,776,632 | +$7.9B | |
| SNPS, Synopsys | New | 4,821,717 | $469.72 | $2.3B | +4,821,717 | +$2.3B | |
| CRWV, Coreweave | Hold | 24,277,573 | $71.61 | $1.7B | — | — | |
| NOK, Nokia | New | 166,389,351 | $6.47 | $1.1B | +166,389,351 | +$1.1B | |
| NBIS, Nebius Group | Hold | 1,190,476 | $83.71 | $100M | — | — |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APLD, Applied Digital | Exit | 0 | $22.94 | $177M | −7,716,050 | −$177M | |
| ARM, Arm Holdings | Exit | 0 | $141.49 | $156M | −1,101,249 | −$156M | |
| RXRX | Exit | 0 | $4.88 | $38M | −7,706,363 | −$38M | |
| WRD, Weride | Exit | 0 | $9.90 | $17M | −1,738,563 | −$17M |
Filings history
4 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 8 | $63.4B | +245.3% | 13F-HR | 8/14/2026 | 000104581026000065 |
| 2026 Q1 | 7 | $18.4B | +40.2% | 13F-HR | 5/15/2026 | 000104581026000042 |
| 2025 Q4 | 5 | $13.1B | +240.9% | 13F-HR | 2/17/2026 | 000104581026000011 |
| 2025 Q3 | 6 | $3.8B | — | 13F-HR | 11/14/2025 | 000104581025000219 |
About
Nvidia Corp.
4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
Further reading
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- The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
- One Up On Wall Street (Lynch), Peter Lynch View on Amazon