PortNVIDIA: what it buys and sells
All disclosed stock transactions — with purchase returns, portfolio structure, and the date of each filing. Company investment portfolio · NVIDIA.
In brief
In recent months, purchases (approx. $35.9B) have significantly outweighed sales ($0.39B), targeting AI, cloud, and semiconductors (CoreWeave, Intel, Synopsys, Coherent) as well as telecommunications (Nokia). The largest transaction was the acquisition of SpaceX (SPCX) for ~$21B. Sales involved smaller positions in WeRide, Recursion, and Arm.
Summary written by AI based on filings; updated daily.
What has NVIDIA been buying and selling recently?
Last reported purchase: SPCX (June 30, 2026, $21B).
Where the Money Went
Purchases over the last 12 months by amount.
- SPCXSpace Exploration Techn58.5%
- INTCIntel22.1%
- SNPSSynopsys6.3%
- COHRCoherent5.2%
- CRWVCoreweave5.0%
- NOKNokia3.0%
- GENBGenerate Biomedicines0.0%
Largest purchase of the year on the chart: SPCX
This is how Portevo shows insiders — a face marks the share price on the purchase date.
Who is NVIDIA and where does this data come from?
The largest AI chip maker invests in its customers and partners — from Intel and CoreWeave to SpaceX.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What has NVIDIA been buying recently?
Latest reported purchases: SPCX (June 30, 2026, $21B), CRWV (March 31, 2026, $1.8B), COHR (March 31, 2026, $1.9B), GENB (March 31, 2026, $10.4M). The list updates automatically from official filings — the full history is on the profile page.
What is the return on NVIDIA's purchases?
A portfolio reconstructed from trades over the last 12 months shows a return of +3.80% (as if buying the same stocks on the same day and holding them until today).
How quickly are new NVIDIA transactions visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is it worth copying NVIDIA's transactions?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Track NVIDIA on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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