Quarter snapshot

NVIDIA

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Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $63,439,974,569
Positions: 8
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	INTC		47.27%	214,776,632	$29,989,261,126
≡	Unmapped CUSIP	NEW	33.06%	122,764,805	$20,975,594,582
≡	CRWV		7.41%	47,213,353	$4,699,617,158
≡	COHR		4.84%	7,788,161	$3,072,195,870
≡	NOK		3.48%	166,389,351	$2,209,650,581
≡	SNPS		3.39%	4,821,717	$2,150,823,302
≡	NBIS		0.52%	1,190,476	$328,773,757
≡	GENB		0.02%	833,325	$14,058,193