Holders over time
- AMBA
- NVDA
| Quarter | AMBA | NVDA |
|---|---|---|
| Q3 2020 | 12 holders, $258m | 35 holders, $45.3bn |
| Q4 2020 | 12 holders, $382m | 42 holders, $43.8bn |
| Q1 2021 | 13 holders, $312m | 36 holders, $42.9bn |
| Q2 2021 | 10 holders, $312m | 37 holders, $63.0bn |
| Q3 2021 | 12 holders, $597m | 40 holders, $62.6bn |
| Q4 2021 | 14 holders, $914m | 48 holders, $90.4bn |
| Q1 2022 | 8 holders, $365m | 37 holders, $79.5bn |
| Q2 2022 | 8 holders, $194m | 38 holders, $43.6bn |
| Q3 2022 | 9 holders, $196m | 38 holders, $35.1bn |
| Q4 2022 | 10 holders, $335m | 38 holders, $56.7bn |
| Q1 2023 | 9 holders, $269m | 51 holders, $85.0bn |
| Q2 2023 | 8 holders, $308m | 61 holders, $136bn |
| Q3 2023 | 11 holders, $277m | 58 holders, $136bn |
| Q4 2023 | 9 holders, $249m | 55 holders, $153bn |
| Q1 2024 | 8 holders, $93m | 57 holders, $254bn |
| Q2 2024 | 11 holders, $149m | 57 holders, $322bn |
| Q3 2024 | 3 holders, $99m | 62 holders, $304bn |
| Q4 2024 | 6 holders, $258m | 60 holders, $337bn |
| Q1 2025 | 3 holders, $43m | 62 holders, $266bn |
| Q2 2025 | 5 holders, $82m | 61 holders, $408bn |
| Q3 2025 | 2 holders, $61m | 63 holders, $487bn |
| Q4 2025 | 3 holders, $118m | 64 holders, $513bn |
| Q1 2026 | 2 holders, $29m | 63 holders, $480bn |
| Q2 2026 | 3 holders, $230m | 62 holders, $550bn |
Ambarella Inc
- Holders
- 11
- Reported value
- $149m
- Buyers
- 4
- Sellers
- 8
Breadth -4 among 94 comparable managers.
Nvidia Corporation
- Holders
- 57
- Reported value
- $322bn
- Buyers
- 3
- Sellers
- 3
A share split this quarter: the changes in shares are the split, not buying or selling.
Who holds both, Q2 2024
Both (11)
Acadian Asset Management LLC, Baillie Gifford & Co, ExodusPoint Capital Management LP, Holocene Advisors LP, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
Only AMBA (0)
None.
Only NVDA (46)
AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, and 21 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.