BlockBeats news: On May 17, according to the latest Form 13F, as of the first quarter of this year, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion, up from $13 billion at the end of 2025, with holdings concentrated in AI ecosystem-related assets (chips, cloud computing power, EDA, optics, networking, and biopharmaceuticals).
Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to 47 million shares, adding $1.78 billion in value. It also established new positions in Coherent Corp. (7.8 million shares) and Generate Biomedicines (833,000 shares).
Intel remains its largest holding, with over 214 million shares, reflecting Jensen Huang’s strategic initiative to support the entire AI ecosystem, from chips to cloud computing, networking, photonics, and drug discovery.
