L3VLUP

AMBA · NVDA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AMBA
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAMBANVDA
Q3 202012 holders, $258m35 holders, $45.3bn
Q4 202012 holders, $382m42 holders, $43.8bn
Q1 202113 holders, $312m36 holders, $42.9bn
Q2 202110 holders, $312m37 holders, $63.0bn
Q3 202112 holders, $597m40 holders, $62.6bn
Q4 202114 holders, $914m48 holders, $90.4bn
Q1 20228 holders, $365m37 holders, $79.5bn
Q2 20228 holders, $194m38 holders, $43.6bn
Q3 20229 holders, $196m38 holders, $35.1bn
Q4 202210 holders, $335m38 holders, $56.7bn
Q1 20239 holders, $269m51 holders, $85.0bn
Q2 20238 holders, $308m61 holders, $136bn
Q3 202311 holders, $277m58 holders, $136bn
Q4 20239 holders, $249m55 holders, $153bn
Q1 20248 holders, $93m57 holders, $254bn
Q2 202411 holders, $149m57 holders, $322bn
Q3 20243 holders, $99m62 holders, $304bn
Q4 20246 holders, $258m60 holders, $337bn
Q1 20253 holders, $43m62 holders, $266bn
Q2 20255 holders, $82m61 holders, $408bn
Q3 20252 holders, $61m63 holders, $487bn
Q4 20253 holders, $118m64 holders, $513bn
Q1 20262 holders, $29m63 holders, $480bn
Q2 20263 holders, $230m62 holders, $550bn
AMBA

Ambarella Inc

Holders
9
Reported value
$249m
Buyers
3
Sellers
9

Breadth -6 among 93 comparable managers.

NVDA

Nvidia Corporation

Holders
55
Reported value
$153bn
Buyers
22
Sellers
36

Breadth -14 among 93 comparable managers.

Who holds both, Q4 2023

Among the 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →