| 2025-08-31 | | | --- | --- | | 13F Activity | | | Market Value | $1.15b, Prior: $305m | | Inflows (Outflows) as % of Total MV | +78.1669% | | New Purchases | 1 stocks | | Added To | 0 stocks | | Sold out of | 0 stocks | | Reduced holdings in | 0 stocks | | Top 10 Holdings % | 100% | 根据13F报告，截至一季度末，英伟达一共持有6家公司，除了头号重仓股CoreWeave外，其他公司分别是： Arm(ARM.US)位列第二，持仓约110万股，持仓市值约1.18亿美元，占投资组合比例为10.25%。 智通财经APP获悉，公开文件显示，英伟达(NVDA.US)在2025年第一季度建仓云计算新贵CoreWeave(CRWV.US)，持仓约 2418万股，持仓市值约8.97亿美元，占投资组合比例为78.17%。作为英伟达投资组合的头号重仓 ...

Group 1 - CoreWeave (CRWV.US) has seen a cumulative increase of approximately 65% since its IPO earlier this year, with Nvidia (NVDA.US) being a significant beneficiary of this rise [1] - As of the end of March, Nvidia held nearly $900 million worth of CoreWeave shares, which have appreciated to nearly $1.6 billion due to the recent surge in CoreWeave's stock price [1] - CoreWeave, which provides cloud-based rental services of Nvidia GPUs for AI model training, completed its IPO in late March, marking the largest tech IPO in the U.S. since 2021 [1] Group 2 - During the IPO roadshow, CoreWeave estimated an offering price range of $47 to $55 per share, but Nvidia intervened by purchasing $250 million worth of shares at $40 each to support the offering [2] - CoreWeave ultimately completed its IPO at $40 per share, raising $1.5 billion, with the CEO highlighting Nvidia as a "great partner" and describing their relationship as "symbiotic" [2] - As of Thursday, CoreWeave's stock closed at $65.77, with the company reporting a staggering 420% year-over-year revenue growth, significantly exceeding market expectations [2]