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DELL · 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.

DELLNVDA
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.
  • DELL
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterDELLNVDA
Q3 202017 holders, $5.2bn35 holders, $45.3bn
Q4 202013 holders, $5.8bn42 holders, $43.8bn
Q1 202122 holders, $7.8bn36 holders, $42.9bn
Q2 202123 holders, $9.2bn37 holders, $63.0bn
Q3 202125 holders, $9.9bn40 holders, $62.6bn
Q4 202124 holders, $3.7bn48 holders, $90.4bn
Q1 202223 holders, $2.3bn37 holders, $79.5bn
Q2 202217 holders, $1.9bn38 holders, $43.6bn
Q3 202216 holders, $1.4bn38 holders, $35.1bn
Q4 202213 holders, $1.7bn38 holders, $56.7bn
Q1 202318 holders, $1.9bn51 holders, $85.0bn
Q2 202318 holders, $2.6bn61 holders, $136bn
Q3 202320 holders, $3.5bn58 holders, $136bn
Q4 202321 holders, $3.0bn55 holders, $153bn
Q1 202423 holders, $5.2bn57 holders, $254bn
Q2 202429 holders, $8.0bn57 holders, $322bn
Q3 202418 holders, $4.8bn62 holders, $304bn
Q4 202413 holders, $3.7bn60 holders, $337bn
Q1 202512 holders, $1.5bn62 holders, $266bn
Q2 202514 holders, $2.8bn61 holders, $408bn
Q3 202514 holders, $2.7bn63 holders, $487bn
Q4 202514 holders, $2.4bn64 holders, $513bn
Q1 202620 holders, $4.9bn63 holders, $480bn
Q2 202628 holders, $9.4bn62 holders, $550bn
DELL

Dell Technologies Inc

Holders
29
Reported value
$8.0bn
Buyers
21
Sellers
10

Breadth +11 among 94 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
NVDA

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.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 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 DELL (1)

Dodge & Cox

Only NVDA (29)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, and 4 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.

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