GoKawiilNvidia's 13F filing shows $63.4B stock stake concentrated in Intel and SpaceX
Nvidia's latest SEC 13F disclosure reveals it holds $63.44 billion across just eight public equity positions, with Intel and SpaceX making up roughly 80% of the total value. Notably, seven of the eight holdings saw no new activity last quarter, yet the portfolio's value more than tripled, rising from about $18.4 billion to over $63 billion largely due to price appreciation.