Follow-The-Filings

Featured 13F manager

Nvidia Corp.

Santa Clara, CA 4 processed 13Fs on this site · 2025 Q3–2026 Q2

  • $63.4B
  • 8 Positions
  • 2026 Q2
  • +245.3% QoQ
  • Top 5 96.1%

Nvidia Corp. files a Form 13F. The latest book is 2026 Q2 at $63.4B, up 245.3% QoQ, led by Intel, Space Exploration ·, and Coreweave.

Portfolio

2026 Q2 · filed 8/14/2026 · 8 long

top 5 96.1% · top 10 100.0%

AUM over time

2026 Q2 $63.4B +245.3% QoQ
2025 Q3 · $3.8B 2025 Q3 · $3.8B
Q3 2025
2025 Q4 · $13.1B · +240.9% QoQ 2025 Q4 · $13.1B · +240.9% QoQ
Q4
2026 Q1 · $18.4B · +40.2% QoQ 2026 Q1 · $18.4B · +40.2% QoQ
Q1 2026
2026 Q2 · $63.4B · +245.3% QoQ 2026 Q2 · $63.4B · +245.3% QoQ
Q2

Book

2026 Q1 2025 Q4 · filed 15 May · long equity

INTC - Intel 51.58% Hold 214,776,632 $44.13 $9.5B
CRWV - Coreweave · CL A 19.91% Add +94.5% 47,213,353 $77.47 $3.7B +22,935,780 +$1.9B
SNPS - Synopsys 10.40% Hold 4,821,717 $396.48 $1.9B
COHR - Coherent 10.10% New 7,788,161 $238.21 $1.9B +7,788,161 +$1.9B
NOK - Nokia 7.28% Hold 166,389,351 $8.04 $1.3B
NBIS - Nebius Group · CLASS A 0.67% Hold 1,190,476 $103.76 $124M
GENB - Generate Biomedicines 0.06% New 833,325 $12.50 $10M +833,325 +$10M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

4 periods · normalized AUM · open a period for holdings

Period Holdings 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 Q3–2026 Q2

SEC filing name
NVIDIA CORP
Location
Santa Clara, CA
All SEC filings
View on sec.gov