Nvidia Q1 Adds to CoreWeave Position, Initiates 7.8 Million Shares in Coherent

BlockBeats News, May 17th, according to the latest 13F filing, as of the first quarter of this year, NVIDIA's self-managed investment portfolio had a total market value of approximately $18.374 billion, up from $13 billion at the end of 2025, with its holdings focused on AI-related targets (chips, cloud computing power, EDA, optics, networking, biopharmaceuticals).

Of note, in Q1 NVIDIA increased its stake in CoreWeave by 94.5% to 47 million shares, adding $1.78 billion in value. It also added positions in Coherent Corp. (7.8 million shares) and Generate Biomedicines (833,000 shares).

Meanwhile, Intel remains its largest holding, with over 214 million shares, reflecting Jensen Huang's strategic initiatives to support the entire artificial intelligence ecosystem from chips to cloud computing, networking, photonics, and drug development.