Veytics Intelligence
2026-09-16 · NASDAQ

Nvidia Just Reshuffled Its $99 Billion Portfolio, and 1 Stock Moved Up the Ranks

Key Points Nvidia ended fiscal Q2 with a position in Space Exploration Technologies worth roughly $21 billion. In addition to the investment position, Nvidia and SpaceX have a strong partnership. 10 stocks we like better than Space Exploration Technologies › Because Nvidia holds investments worth more than $100 million, it has to submit a 13F filing each quarter that details its holdings. This publicly available filing gives investors a clear look at what investment moves the company made in a given quarter, and the market pays close attention to the information due to Nvidia's highly influential position in the artificial intelligence (AI) space.

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