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Nvidia increased its Q1 holdings in CoreWeave and newly added 7.8 million shares of Coherent.

Nvidia increased its Q1 holdings in CoreWeave and newly added 7.8 million shares of Coherent.

金色财经金色财经2026/05/17 06:36
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Jinse Finance reported that as of the first quarter of this year, according to the latest 13F filing, Nvidia's proprietary investment portfolio holds stocks with a total market value of approximately $18.374 billion, up from $13 billion at the end of 2025. Its holdings are concentrated in AI ecosystem-related assets (chips, cloud computing power, EDA, optics, networking, biopharmaceuticals). Notably, in Q1 Nvidia increased its holdings in CoreWeave stocks by 94.5% to 47 million shares, with the value rising by $1.78 billion. Nvidia also added 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 commitment to supporting the entire AI ecosystem, from chips to cloud computing, networking, photonics, and drug development, as part of a strategic initiative.
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