Nvidia's latest 13F filing for the quarter ended June 30 listed eight U.S. stock holdings with a combined market value of about $63.44 billion, up roughly 245% from $18.37 billion at the end of the first quarter. Intel remained the largest disclosed position at about 214.8 million shares worth roughly $29.99 billion, or about 47.3% of the portfolio, while SpaceX appeared in the filing for the first time with about 122.8 million shares valued at roughly $20.98 billion, making it the second-largest holding at about 33.1%. Together, those two positions accounted for about 80.3% of the disclosed portfolio. The filing also listed CoreWeave, Coherent, Nokia, Synopsys, Nebius and Generate Biomedicines. Share counts for the seven previously reported holdings were unchanged from the prior quarter, indicating the jump in portfolio value mainly reflected SpaceX becoming reportable and gains in existing positions rather than roughly $45 billion of net stock buying in the secondary market. The SpaceX stake stemmed from Nvidia's earlier investment in xAI, and 13F filings show only reportable securities held at quarter-end, not acquisition dates, cost basis or trades made after the quarter closed.