Nvidia Boosts Portfolio to $63.4 Billion Amid Growing AI Focus

Nvidia, a leading chipmaker and artificial intelligence (AI) technology company, has updated its stock portfolio in a recent filing. As of June 30, 2026, Nvidia's public equity portfolio is valued at approximately $63.4 billion.

This represents a significant increase from the previous quarter's portfolio value of about $18.4 billion, driven by gains in existing holdings and the addition of a large position in SpaceX. The filing highlights Nvidia's growing investment in AI-related companies, with a focus on developing chips for personal computers and data centers.

Intel remains the largest position in Nvidia's stock portfolio, accounting for 44.23% of the disclosed portfolio value. The chipmaker held 214.8 million Intel shares valued at roughly $30 billion at the end of the second quarter. This stake was originally established through a $5 billion investment announced in 2025 as part of a collaboration focused on developing chips for personal computers and data centers.

The addition of SpaceX to Nvidia's portfolio marks a significant change, with the company disclosing ownership of 122.8 million SpaceX Class A shares valued at nearly $21 billion. This represents 30.94% of the portfolio, making it one of Nvidia's largest assets.