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Aug 15, 2026 02:38 AM ET
Signal
Corporate
📊 NVIDIA 13F — NVIDIA CORP: $63.4B portfolio, 8 positions (Q2 2026)
What changed
1. INTC — $30.0B (47.3%) 2. SPCX — $21.0B (33.1%) 3. CRWV — $4.7B (7.4%) 4. COHR — $3.1B (4.8%) 5. NOK — $2.2B (3.5%) 6. SNPS — $2.2B (3.4%) 7. NEBIUS GROUP N.V. — $329M (0.5%) 8. GENB — $14M (0.0%)
Why it matters
1. INTC — $30.0B (47.3%)
Sources
sec
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Aug 15, 2026 02:38 AM ET