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NVIDIA's latest US stock holdings: Newly added SpaceX becomes its second-largest holding, while Intel remains the top holding.

1 hours ago

Nvidia has disclosed its latest 13F report as of June 30, showing holdings of 8 U.S. stocks, with a total quarter-end portfolio value of approximately $63.44 billion, a roughly 245% increase from $18.37 billion at the end of the first quarter. Specifically, Intel remains Nvidia’s largest holding, with 215 million shares valued at around $29.99 billion, accounting for about 47.3% of the 13F portfolio. SpaceX appears for the first time in Nvidia’s 13F report, holding 123 million shares worth approximately $20.98 billion, making it the second-largest position with a 33.1% share. The two combined make up roughly 80.3% of Nvidia’s reported portfolio. Other holdings include 47.21 million CoreWeave shares worth $4.7 billion, 7.79 million Coherent shares at $3.07 billion, 166 million Nokia shares valued at $2.21 billion, 4.82 million Synopsys shares worth $2.15 billion, 1.19 million Nebius shares at $330 million, and 830,000 Generate Biomedicines shares valued at $14.06 million. In terms of position adjustments, aside from SpaceX’s debut in the 13F, the share counts of the remaining seven stocks remained unchanged from the end of the first quarter. Thus, the sharp growth in Nvidia’s 13F portfolio value stems mainly from the first-time inclusion of the SpaceX position and the rise in market value of existing holdings, and does not indicate that Nvidia made a net purchase of approximately $45 billion in stocks on the secondary market during the second quarter. Notably, Nvidia’s SpaceX stake originated from its earlier investment in xAI, rather than direct secondary market purchases after SpaceX’s IPO. A 13F filing only reflects reportable securities holdings as of quarter-end, and does not disclose specific acquisition timelines, investment costs, or transactions executed after the quarter end.

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US retail investors bought $27 billion worth of Nvidia over the past year, ranking first in scale among the "Magnificent Seven" stocks.

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Semiconductor stock rebounds fail to allay concerns, as short selling volumes in South Korea continue to climb.

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