NVDA · News · 20260815N
Non-marketable and Public Equity Investments
NVIDIA CORP · 2026-08-15 · Importance 75 · Surprise 64 · Contradicted
NVIDIA’s Form 13F reportedly showed a public equity portfolio worth approximately $63.4 billion as of June 30, 2026. The portfolio included a nearly $21 billion stake in SpaceX and approximately $30 billion in Intel. NVIDIA’s Intel position increased in value from $9.5 billion three months earlier, reflecting the reported impact of the 2025 chip co-development agreement.
Key facts
- NVIDIA CORP revealed a public equity portfolio worth approximately $63.4 billion as of June 30, 2026, according to a Form 13F filing. source
- As of June 30, NVIDIA CORP held a nearly $21 billion stake in SpaceX and a $30 billion stake in Intel.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +14.5% | As of June 30, NVIDIA CORP held a nearly $21 billion stake in SpaceX and a $30 billion stake in Intel. |
| assets | positive | realized | +10.2% | As of June 30, NVIDIA CORP held a nearly $21 billion stake in SpaceX and a $30 billion stake in Intel. |