Giantsight

NVIDIA's Portfolio

NVIDIA

NVIDIA

NEW

NVIDIA

Filing: 8/14/2025

Portfolio Value

$4.33B

+277.73%

Holdings

6

New

0

Sold

0

Holdings

#Company% of PortfolioActivityMarket ValueSharesSector
1
COREWEAVE
CRWV
91.36%
increased
$3,958,701,053
24,277,573
Technology
2
ARM HOLDINGS PLC
ARM
4.11%
-
$178,116,013
1,101,249
Technology
3
APPLIED DIGITAL
APLD
1.79%
-
$77,700,624
7,716,050
Technology
4
NEBIUS GROUP N.V.
YNDX
1.52%
-
$65,869,037
1,190,476
5
RECURSION PHARMACEUTICALS IN
RXRX
0.90%
-
$38,994,197
7,706,363
Healthcare
6
WERIDE
WRD
0.32%
-
$13,699,876
1,738,563
Technology

Buy Positions

New Positions

Increased Positions

  • COREWEAVE
    CRWVCOREWEAVE

    increase 0.39%

    +95,113 shares

Sell Positions

Exited Positions

Reduced Positions