Holders over time
- CRUS
- NVDA
| Quarter | CRUS | NVDA |
|---|---|---|
| Q3 2020 | 12 holders, $877m | 35 holders, $45.3bn |
| Q4 2020 | 8 holders, $1.1bn | 42 holders, $43.8bn |
| Q1 2021 | 9 holders, $953m | 36 holders, $42.9bn |
| Q2 2021 | 9 holders, $981m | 37 holders, $63.0bn |
| Q3 2021 | 12 holders, $878m | 40 holders, $62.6bn |
| Q4 2021 | 12 holders, $917m | 48 holders, $90.4bn |
| Q1 2022 | 8 holders, $1.1bn | 37 holders, $79.5bn |
| Q2 2022 | 7 holders, $810m | 38 holders, $43.6bn |
| Q3 2022 | 10 holders, $886m | 38 holders, $35.1bn |
| Q4 2022 | 7 holders, $809m | 38 holders, $56.7bn |
| Q1 2023 | 11 holders, $1.3bn | 51 holders, $85.0bn |
| Q2 2023 | 9 holders, $858m | 61 holders, $136bn |
| Q3 2023 | 9 holders, $746m | 58 holders, $136bn |
| Q4 2023 | 10 holders, $623m | 55 holders, $153bn |
| Q1 2024 | 8 holders, $262m | 57 holders, $254bn |
| Q2 2024 | 6 holders, $785m | 57 holders, $322bn |
| Q3 2024 | 4 holders, $324m | 62 holders, $304bn |
| Q4 2024 | 6 holders, $240m | 60 holders, $337bn |
| Q1 2025 | 4 holders, $276m | 62 holders, $266bn |
| Q2 2025 | 6 holders, $329m | 61 holders, $408bn |
| Q3 2025 | 5 holders, $422m | 63 holders, $487bn |
| Q4 2025 | 4 holders, $389m | 64 holders, $513bn |
| Q1 2026 | 9 holders, $531m | 63 holders, $480bn |
| Q2 2026 | 6 holders, $503m | 62 holders, $550bn |
Cirrus Logic Inc
- Holders
- 8
- Reported value
- $262m
- Buyers
- 3
- Sellers
- 5
Breadth -2 among 93 comparable managers.
Nvidia Corporation
- Holders
- 57
- Reported value
- $254bn
- Buyers
- 17
- Sellers
- 39
Breadth -22 among 93 comparable managers.
Who holds both, Q1 2024
Both (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only CRUS (0)
None.
Only NVDA (49)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, and 24 more
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.