Nvidia disclosed eight US-listed equity positions worth $63.44 billion as of June 30. Intel is the largest holding with 214,776,632 shares valued at $29.99 billion (about 47% of the portfolio). SpaceX is second with 122,764,805 Class A shares worth $20.98 billion. Together, Intel and SpaceX make up about 80%, followed by CoreWeave, Coherent, Nokia ADRs, and Synopsys.
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Significance (0–10) measures the scale of the real-world impact. Sentiment and ESG (−10 to +10) indicate the tone of the coverage and whether the change relates to environmental, social, or governance factors. Together, these scores help distinguish meaningful developments from routine company news. More information about our scoring methodology can be found on our About page.
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