Nvidia's 13F reveals $21B SpaceX stake, its no. 2 holding behind Intel
Nvidia's latest 13F shows a $21 billion SpaceX stake (122.8M Class A shares), now its second-largest disclosed holding behind Intel. The position, born from Nvidia's $10 billion xAI investment that converted via SpaceX's xAI acquisition, has since slid to about $17.2 billion as SpaceX shares pulled back after their June IPO.