May. 16 at 12:54 AM
NVIDIA JUST UPDATED ITS PUBLIC STOCK PORTFOLIO HOLDINGS
This is what Nvidia's stock portfolio looked like as of the end of Q1
Intel
$INTC - 214,776,632 shares
Nebius
$NBIS - 1,190,476 shares
Coherent
$COHR - 7,788,161 shares
CoreWeave
$CRWV - 47,213,353 shares
Nvidia's latest 13F is a masterclass in ecosystem dominance. Jensen is using NVDA's massive cash pile to lock down downstream demand and hardware supply.
Holding 214M+ shares of
$INTC tightly couples Nvidia with x86, while massive bets on AI clouds like
$CRWV and
$NBIS, plus optics leader
$COHR, secure future capacity rights.
He isn't just selling shovels—he's buying the mines. Which of Nvidia's portfolio picks are you adding to your watchlist? Let's discuss in the replies!