Nvidia’s latest quarterly SEC filing disclosed that it holds more than $63 billion across just seven stocks:

1. Intel Corporation (INTC): $29.99 billion
2. SpaceX (SPCX): $20.97 billion
3. CoreWeave (CRWV): $4.70 billion
4. Nebius Group (NBIS): $4.68 billion
5. Coherent (COHR): $3.07 billion
6. Nokia (NOK): $2.21 billion
7. Synopsys (SNPS): $2.15 billion

Source: Nvidia Corp. 13F filing Q2 2026 

Intel is currently the largest holding in Nvidia’s $63 billion public equity portfolio, accounting for 44.23% of the portfolio.

Nvidia disclosed that it held 214,776,632 shares of Intel at the end of Q2, valued at nearly $30 billion as of June 30.

SpaceX is at 2nd-spot. Nvidia disclosed that it owns 122.8 million Class A shares of SpaceX. At the end of Q2, when SpaceX stock traded at $170.86 per share, the stake was valued at roughly $21 billion.

In January, Nvidia invested $2 billion in CoreWeave in a deal that involves building out data centers with Nvidia’s technology. That stake is now worth $4.7 billion as of June 30.

On March 11, Nvidia invested $2 billion in Nebius Group, as part of an agreement on Al infrastructure deployment, fleet management, inference and Al factory design.

Nvidia also invested $2 billion in Coherent in March for R&D and supply expansion for silicon photonics and laser technology.

On October 28, 2025, Nvidia announced a $1 billion investment in Nokia as part of a strategic AI-RAN/6G partnership. That stake grew to $2.21 billion as of June 30.

On December 1, 2025 , Nvidia announced a $2 billion investment in Synopsys common stock, alongside a multiyear strategic partnership focused on AI-powered engineering and chip design.
$NVDAB
$NVDA.US
$NVDA