Nvidia(US:NVDA) 智通财经网·2025-05-16 08:32Core Investment Insights - Nvidia (NVDA.US) has established a significant position in CoreWeave (CRWV.US), acquiring approximately 24.18 million shares valued at around $896.7 million, representing 78.17% of its investment portfolio [1][2] - CoreWeave has seen a substantial increase of about 65% since its IPO earlier this year, making it the largest tech IPO supported by venture capital in the U.S. since 2021 [1][3] Portfolio Overview - As of the end of Q1, Nvidia's total portfolio value reached $1.15 billion, a significant increase from $305 million in the previous quarter, reflecting an inflow of approximately 78.17% [2][3] - Besides CoreWeave, Nvidia holds positions in five other companies, including Arm (ARM.US) with approximately 1.1 million shares valued at about $118 million, making up 10.25% of the portfolio [3][4] - Other notable holdings include Applied Digital (APLD.US) with around 7.72 million shares valued at approximately $43.4 million (3.78% of the portfolio), and Recursion Pharmaceuticals (RXRX.US) with about 7.71 million shares valued at around $40.8 million (3.55% of the portfolio) [3][4]