Nvidia Q1 Adds to CoreWeave Position, Initiates 7.8 Million Shares in Coherent
BlockBeats News, May 17th, according to the latest 13F filing, as of the first quarter of this year, NVIDIA's self-managed investment portfolio had a total market value of approximately $18.374 billion, up from $13 billion at the end of 2025, with its holdings focused on AI-related targets (chips, cloud computing power, EDA, optics, networking, biopharmaceuticals).
Of note, in Q1 NVIDIA increased its stake in CoreWeave by 94.5% to 47 million shares, adding $1.78 billion in value. It also added positions in Coherent Corp. (7.8 million shares) and Generate Biomedicines (833,000 shares).
Meanwhile, Intel remains its largest holding, with over 214 million shares, reflecting Jensen Huang's strategic initiatives to support the entire artificial intelligence ecosystem from chips to cloud computing, networking, photonics, and drug development.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Jim Cramer: Nasdaq tech stock sell-off may not be over, faces three major risks this week
Market value evaporates by 23.6 billions USD, can AMD (AMD.US) earnings report end the bear market?
AMD's market value has shrunk from $1.06 trillion to $824 billion, dragged down by controversy over cyclical investment models and an industry-wide selloff. Although analysts expect revenue of $13 billion for the September quarter, bearish sentiment is strong in the options market, technical support levels have been breached, and the stock price faces further downside risk following the earnings release.
Shopify (SHOP.US) on the Eve of Earnings: Can the AI Monetization Logic Hedge against Valuation Correction?
Shopify's share price has retreated 13% from its yearly high, but Q2 revenue surged by 33.6% year-on-year. As its collaboration with Meta Muse deepens, the market is focusing on its AI monetization capabilities and whether it can meet the Q3 revenue expectation of $3.74 billions.
Crypto prices
More
