Nvidia's Portfolio Soars to $63.4 Billion with New SpaceX Stake

Nvidia's stock portfolio has experienced significant growth, jumping to $63.4 billion as of June 30, 2026. This substantial increase from $18.4 billion in the previous quarter can be attributed to gains in existing holdings and a new $21 billion position in SpaceX. The move marks Nvidia's first public disclosure of this stake.

Intel remains the largest holding in Nvidia's portfolio at about $30 billion, although its share has decreased. The combined value of Intel and SpaceX positions accounts for over 75% of Nvidia's portfolio, indicating a concentrated investment strategy focused on chipmakers and AI-related companies.