Nvidia Holds More Than 122 Million Shares of SPCX Stock After Q2. Barchart Data Shows It's Making a High-Upside Bet.

Nvidia disclosed in its latest 13F filing that it owns about 122.76 million shares of SpaceX (SPCX) as of the end of Q2, a position built from Nvidia’s earlier bet on xAI that SpaceX absorbed after its February acquisition. The timing also coincides with SpaceX’s blockbuster Nasdaq debut in June, which raised nearly $85.7 billion total, including $10.7 billion from underwriters exercising options—reported as the largest IPO in history. Nvidia’s broader holdings remain concentrated in AI and semiconductors, including 214.78 million Intel shares and 166.39 million Nokia shares, alongside smaller positions in CoreWeave, Coherent, Generate Biomedicines, Nebius and Synopsys.