Quarter snapshot

NVIDIA

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Quarter: Q1 2026
Filed: 2026-05-15
Portfolio value: $18,374,354,150
Positions: 7
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	INTC		51.58%	214,776,632	$9,478,092,770
≡	CRWV	+95%	19.91%	47,213,353	$3,657,618,457
≡	SNPS		10.4%	4,821,717	$1,911,714,356
≡	COHR	NEW	10.1%	7,788,161	$1,855,217,832
≡	NOK		7.28%	166,389,351	$1,337,770,382
≡	NBIS		0.67%	1,190,476	$123,523,790
≡	GENB	NEW	0.06%	833,325	$10,416,563