According to the latest 13F filing, as of the end of the first quarter of 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion, a significant increase from $13 billion at the end of 2025. The holdings are highly concentrated in AI ecosystem-related assets (chips, cloud computing, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, adding about $1.78 billion in value. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains its largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic commitment to supporting the entire AI ecosystem—from chips to cloud computing, networking, photonics, and drug discovery.
NVIDIA Adds $178M to CoreWeave Stake in Q1 2026
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Summary
In Q1 2026, NVIDIA increased its stake in CoreWeave by 94.5%, adding $178 million in value to its portfolio. The company’s self-managed investments now total $18.374 billion, up from $13 billion in 2025. Holdings include AI chips, cloud computing, and biomedicine. New positions were also established in Coherent Corp. and Generate Biomedicines. With a focus on value investing across crypto and traditional assets, NVIDIA’s strategy prioritizes long-term gains and a favorable risk-to-reward profile. Intel remains its largest holding, with over 214.7 million shares.
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