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NVIDIA CORP

Q4 2025 · Filed 2026-02-17
Market Value
$13.1B
+240.9%
Holdings
9
+3
New Purchases
3
Added To
0
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
77.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INTC 60.48% 0.00% +60.48% $7.9B
SNPS 17.28% 0.00% +17.28% $2.3B
NOK 8.21% 0.00% +8.21% $1.1B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 13.27% 86.44% -73.17% $1.7B
APLD 0.00% 4.61% -4.61% $0
ARM 0.00% 4.05% -4.05% $0
YNDX 0.76% 3.48% -2.72% $100M
RXRX 0.00% 0.98% -0.98% $0
WRD 0.00% 0.45% -0.45% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $7.9B 60.5%
Large Cap 5 $5.2B 39.5%
Mid Cap 1 $0 0.0%
Small Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$133.6B
Median Market Cap
$57.6B
Avg P/E
143.7
Median P/E
74.1
Avg Dividend Yield
0.00%
Avg Beta
2.77
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 INTC 60.48% 214,776,632 $7.9B $36.90 +214,776,632 NEW
2 SNPS 17.28% 4,821,717 $2.3B $469.72 +4,821,717 NEW
3 CRWV 13.27% 24,277,573 $1.7B $71.61 -$1.6B
4 NOK 8.21% 166,389,351 $1.1B $6.47 +166,389,351 NEW
5 YNDX 0.76% 1,190,476 $100M $83.71 -$34M
6 APLD —% -$177M -7,716,050 -100.0% SOLD
7 ARM —% -$156M -1,101,249 -100.0% SOLD
8 RXRX —% -$38M -7,706,363 -100.0% SOLD
9 WRD —% -$17M -1,738,563 -100.0% SOLD

New Positions

SymbolValue% Port
INTC $7.9B 60.48%
SNPS $2.3B 17.28%
NOK $1.1B 8.21%

Sold Out Positions

SymbolValue% Port
APLD —%
ARM —%
WRD —%
RXRX —%
View SEC EDGAR Filings for NVIDIA CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms