L3VLUP
ProSign in

MPWR · 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.

MPWRNVDA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • MPWR
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterMPWRNVDA
Q3 202021 holders, $2.0bn35 holders, $45.3bn
Q4 202015 holders, $2.4bn42 holders, $43.8bn
Q1 202113 holders, $2.1bn36 holders, $42.9bn
Q2 202116 holders, $2.1bn37 holders, $63.0bn
Q3 202114 holders, $3.2bn40 holders, $62.6bn
Q4 202118 holders, $3.5bn48 holders, $90.4bn
Q1 202216 holders, $3.7bn37 holders, $79.5bn
Q2 202220 holders, $2.8bn38 holders, $43.6bn
Q3 202224 holders, $3.4bn38 holders, $35.1bn
Q4 202222 holders, $4.1bn38 holders, $56.7bn
Q1 202324 holders, $5.8bn51 holders, $85.0bn
Q2 202316 holders, $5.9bn61 holders, $136bn
Q3 202316 holders, $5.0bn58 holders, $136bn
Q4 202319 holders, $6.4bn55 holders, $153bn
Q1 202419 holders, $6.7bn57 holders, $254bn
Q2 202417 holders, $8.0bn57 holders, $322bn
Q3 202423 holders, $8.9bn62 holders, $304bn
Q4 202417 holders, $5.1bn60 holders, $337bn
Q1 202518 holders, $5.6bn62 holders, $266bn
Q2 202513 holders, $6.4bn61 holders, $408bn
Q3 202516 holders, $8.0bn63 holders, $487bn
Q4 202512 holders, $8.8bn64 holders, $513bn
Q1 202612 holders, $10.3bn63 holders, $480bn
Q2 202621 holders, $14.1bn62 holders, $550bn
MPWR

Monolithic PWR Sys Inc

Holders
19
Reported value
$6.7bn
Buyers
9
Sellers
12

Breadth -3 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
57
Reported value
$254bn
Buyers
17
Sellers
39

Breadth -22 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2024

Among the 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MPWR (1)

Polen Capital Management LLC

Only NVDA (39)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, Elliott Investment Management LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, and 14 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.

Back to the 13F Explorer →