NVIDIA discloses its SpaceX holdings for the first time! The market value of its holdings is nearly $21 billion, with Intel holdings reaching $30 billion

According to the Zhitong Finance APP, NVIDIA (NVDA.US) submitted a 13F regulatory filing to the U.S. Securities and Exchange Commission (SEC) on August 14, showing that as of June 30, the company held approximately 122.8 million shares of SpaceX (SPCX.US), owned by Elon Musk, with a market value close to $21 billion. At the same time, it held about 214.8 million shares of Intel (INTC.US), with a market value of approximately $30 billion. The total of these two holdings exceeds $51 billion, accounting for about 25% of NVIDIA's total assets (approximately $206.8 billion).

Statistical data shows that NVIDIA's total market value of holdings in the second quarter reached $63.4 billion, compared to $18.4 billion in the previous quarter. The institution added one new stock to its portfolio in the second quarter, bringing the total number of holdings to eight stocks.

In the second quarter, NVIDIA added 12.28 million shares of SpaceX, accounting for 30.94% of its holdings, and increased its position in Nebius Group NV (NBIS.US) by 21.0659 million shares, accounting for 6.91%. Additionally, as of June 30, NVIDIA also held shares in several companies, including Coherent Corp. (COHR.US), Generate Biomedicines Inc. (GENB.US), Nokia (NOK.US), and Synopsys (SNPS.US).

According to FactSet data, NVIDIA is currently the sixth-largest shareholder of SpaceX. Musk himself remains the largest shareholder with a holding of approximately $850 billion, while Alphabet ranks second with about $78 billion.

However, since SpaceX went public at $135 per share on June 12, its stock price has been highly volatile, peaking at $225 on the third day after listing, before gradually declining, dropping to a new low of $104 in early August. As of August 14, SpaceX closed at $140, down about 18% from $170.86 at the end of June. As a result, the current market value of NVIDIA's holdings has shrunk to approximately $17.2 billion, a decrease of nearly $4 billion on paper.

This disclosure marks the first time NVIDIA has publicly revealed the specific value of its SpaceX holdings since investing in Musk's artificial intelligence startup xAI. Earlier this year, xAI was integrated into SpaceX, paving the way for the latter's unprecedented initial public offering.

It is understood that NVIDIA invested up to $2 billion in xAI through a special purpose vehicle (SPV) in 2025, designed in a way that combines equity and debt, specifically for procuring processors for xAI's large-scale computing projects NVIDIA's holdings in Intel have surged significantly in value compared to three months ago. According to previous regulatory filings, the market value of this position was only about $9.5 billion as of the end of March. This investment dates back to last year when NVIDIA agreed to invest $5 billion in Intel and announced that the two companies would jointly develop chips for personal computers and data centers. This move was seen at the time as an unexpected strategic initiative aimed at supporting the struggling legacy competitor