DOSSIER · 13F-HR · Q1 2026

NVIDIA CORP

NVIDIA's family office based in Boston, MA $18.4B in tracked AUM across 7 positions as of Q1 2026.

N
NVIDIA·Boston, MA·Family Office
CIK 0001045810 · last filed Mar 31, 2026
Total AUM
$18.4B
12.2%
vs prior
Holdings
7
positions
Whale Score
87
87
top tier
Activity
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

The filing for NVIDIA Corp (CIK: 0001045810) reveals a highly concentrated corporate investment portfolio with a total value of $3.49 billion as of September 30, 2025. The portfolio is characterized by an extreme lack of diversification, comprising only three holdings. The strategy appears to be one of "conviction investing," where capital is deployed into a very small number of assets with which the firm has a strategic or operational alignment.

During the quarter, the ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
INTC
INTEL CORP
$9.5B214.8M51.6%
02
CRWV
COREWEAVE INC
$3.7B47.2M19.9%
03
SNPS
SYNOPSYS INC
$1.9B4.8M10.4%
04
COHR
COHERENT CORP
$1.9B7.8M10.1%
05
NOK
NOKIA CORP
$1.3B166.4M7.3%
06
N97284108
NEBIUS GROUP N.V.
$124M1.2M0.7%
07
GENB
GENERATE BIOMEDICINES INC
$10M833K0.1%

Filing history

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