Nvidia (NVDA.US) Q1 positions revealed: only CoreWeave (CRWV.US) was added

The Zhitong Finance App learned that according to public documents, Nvidia (NVDA.US) opened a position on cloud computing startup CoreWeave (CRWV.US) in the first quarter of 2025, holding about 24.18 million shares and holding a market value of about US$897 million, accounting for 78.17% of the investment portfolio. As the largest stock in Nvidia's portfolio, CoreWeave has accumulated a cumulative increase of about 65% since its listing at the beginning of this year.

According to information, CoreWeave is a company that provides cloud rental services for Nvidia graphics processors for artificial intelligence (AI) model training. It was listed on the NASDAQ in late March this year, making it the largest venture capital-backed technology IPO in the US since 2021. Prior to listing, the company raised billions of dollars through equity and debt financing, of which Nvidia was one of the key investors.

According to data, the total market value of Nvidia's Q1 positions was 1.15 billion US dollars, compared to 30.5 million US dollars in the previous quarter. Other than adding CoreWeave, Nvidia had no other targets to increase, reduce, or clear its holdings in the first quarter.

According to the 13F report, as of the end of the first quarter, Nvidia held a total of 6 companies. Apart from CoreWeave, the largest stock, the other companies were:

Arm (ARM.US) ranked second, holding about 1.1 million shares, with a market value of about US$118 million, accounting for 10.25% of the portfolio.

Data center operator Applied Digital (APLD.US) ranked third, holding about 7.72 million shares and holding a market value of about US$43.36 million, accounting for 3.78% of the portfolio.

Biotech company Recursion Pharmaceuticals (RXRX.US) ranked fourth, holding about 7.71 million shares and holding positions with a market value of about US$40.77 million, accounting for 3.55% of the portfolio.

Nebius (NBIS.US) ranked fifth, holding about 1.19 million shares and holding a market value of about US$25.13 million, accounting for 2.19% of the portfolio.

According to information, Nebius is a technology company headquartered in the Netherlands that specializes in providing artificial intelligence-driven solutions for businesses and consumers. Nebius was founded by Russian internet giant Yandex (previously used the code YNDX) after splitting its domestic and foreign assets at a price of 5.4 billion US dollars. After the Russian-Ukrainian conflict, trading of Nasdaq-listed Yandex was suspended, and Nebius resumed listing through asset splitting.

Chinese autonomous driving company Wenyuan Zhixing (WRD.US) ranked sixth, holding about 1.74 million shares and holding a market value of about US$23.59 million, accounting for 2.06% of the investment portfolio.