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Nvidia's $63 billion stock portfolio is a map of its own supply chain

The chipmaker's 13F filing shows it now owns big pieces of the companies it sells to, builds with, and depends on
The takeaway: Nvidia's latest 13F reveals a $63.4 billion portfolio of US stocks, and it is very lopsided. Intel and SpaceX account for roughly 80% of it. But the filing's most interesting detail is what didn't happen: seven of the eight positions were untouched last quarter, but the portfolio more than tripled in value anyway.
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