Two Positions Make Up 80% of Nvidia’s $63.4 Billion Portfolio : US Pioneer Global VC DIFCHQ SFO NYC Singapore – Riyadh Swiss Our Mind

This article first appeared on GuruFocus.

Nvidia (NASDAQ:NVDA) disclosed eight US-listed equity positions worth $63.44 billion as of June 30. The largest is Intel (NASDAQ:INTC), at 214,776,632 shares worth $29.99 billion, which is roughly 47% of the portfolio.

Second is SpaceX (NASDAQ:SPCX), where Nvidia held 122,764,805 Class A shares worth $20.98 billion. Between them, Intel and SpaceX account for about 80% of the total. CoreWeave (NASDAQ:CRWV) follows at $4.70 billion across 47,213,353 shares, then Coherent (NYSE:COHR) at $3.07 billion, Nokia (NYSE:NOK) ADRs at $2.21 billion, and Synopsys (SNPS) at $2.15 billion.

Two smaller positions round it out: 1,190,476 Class A shares of Nebius (NASDAQ:NBIS) worth $328.8 million, and $14.1 million in Generate Biomedicines.

https://finance.yahoo.com/technology/ai/articles/nvidia-corporation-nvda-space-exploration-005825605.html