智通财经网·2025-08-15 08:12Core Viewpoint - CoreWeave continues to receive significant support from Nvidia, with Nvidia's Q2 holdings in CoreWeave increasing to $4.33 billion from $1.15 billion in the previous quarter, indicating a strong commitment to the cloud AI infrastructure provider [1][2]. Holdings Summary - Nvidia's total market value of holdings in CoreWeave reached approximately $3.96 billion, representing 91.36% of its investment portfolio, with a slight increase of 0.39% in the number of shares held [2][5]. - CoreWeave has seen a cumulative stock price increase of about 318% since its NASDAQ listing in March, although it has recently experienced a decline due to increased losses and lower-than-expected guidance [3]. - A significant portion of CoreWeave's A-class shares, approximately 84%, will be unlocked soon, primarily held by insiders, including the CEO and Nvidia [3]. - Other notable holdings in Nvidia's portfolio include Arm with a market value of approximately $178 million (10.25% of the portfolio) and Applied Digital with a market value of about $77.7 million (3.78% of the portfolio) [3][4].