According to BlockBeats, on August 16, Nvidia disclosed its latest 13F report as of June 30, reporting holdings in eight US stocks with a market value of approximately $63.44 billion at the end of the period, an increase of approximately 245% from $18.37 billion at the end of the first quarter.

Specifically, Intel remains Nvidia's largest holding, with 215 million shares, valued at approximately $29.99 billion at the end of the period, representing about 47.3% of the 13F portfolio. SpaceX appeared in Nvidia's 13F report for the first time, with 123 million shares, valued at approximately $20.98 billion at the end of the period, becoming the second largest holding, representing about 33.1%. Together, these two companies account for approximately 80.3% of Nvidia's reported portfolio.

Other holdings include 47.21 million shares of CoreWeave, worth approximately $4.7 billion; 7.79 million shares of Coherent, worth approximately $3.07 billion; 166 million shares of Nokia, worth approximately $2.21 billion; 4.82 million shares of Synopsys, worth approximately $2.15 billion; 1.19 million shares of Nebius, worth approximately $330 million; and 830,000 shares of Generate Biomedicines, worth approximately $14.06 million.

Regarding portfolio adjustments, apart from SpaceX's first entry into the 13F filing, the holdings of the other seven stocks remained consistent with the end of the first quarter. Therefore, the significant increase in the market value of Nvidia's 13F portfolio mainly stemmed from the first-time inclusion of the SpaceX position in the filing and the increase in the market value of existing holdings, and does not imply that Nvidia made net purchases of approximately $45 billion worth of stocks in the secondary market during the second quarter.

It's worth noting that Nvidia's SpaceX shares came from its previous investment in xAI, rather than being purchased directly from the secondary market after SpaceX's IPO. The 13F filing only reflects reportable securities holdings at the end of the quarter and does not disclose the specific acquisition time, investment cost, or transactions after the end of the quarter.

According to BlockBeats, on August 16th, ElizaOS founder Shaw accused baoskee, founder of daos.fun, of using insider information for trading during the renaming and migration of the ai16z project, claiming that baoskee profited approximately $6.6 million by selling ai16z. Shaw stated that in June 2025, the project team promised to launch a Snapshot vote so that the community could decide whether to change the name, and that a16z had previously requested the project to change its name to avoid trademark disputes.

Shaw claims that, given the delayed launch of the voting mechanism as promised, baoskee, after learning of the pressure to rename the token and the subsequent migration arrangements, sold all of its ai16z in the daos.fun execution wallet and continued to sell before the project migrated to elizaOS, causing the token price to fall. Shaw believes that baoskee possessed information that other holders did not have at the time.

In response, baoskee denied the claims, stating that the Snapshot voting had already been launched, and that daos.fun had even personally funded and locked up over $1 million in ai16z liquidity. He also accused Shaw of serious issues regarding project operations, token migration, and the use of development funds. Currently, there is a clear discrepancy between the two sides' accounts, and Shaw stated that he will attach relevant Solscan on-chain records at the end of his post.