Holders over time
- VRT
- NVDA
| Quarter | VRT | NVDA |
|---|---|---|
| Q3 2020 | 10 holders, $649m | 35 holders, $45.3bn |
| Q4 2020 | 13 holders, $488m | 42 holders, $43.8bn |
| Q1 2021 | 15 holders, $578m | 36 holders, $42.9bn |
| Q2 2021 | 10 holders, $1.1bn | 37 holders, $63.0bn |
| Q3 2021 | 8 holders, $610m | 40 holders, $62.6bn |
| Q4 2021 | 8 holders, $540m | 48 holders, $90.4bn |
| Q1 2022 | 10 holders, $362m | 37 holders, $79.5bn |
| Q2 2022 | 7 holders, $137m | 38 holders, $43.6bn |
| Q3 2022 | 3 holders, $178m | 38 holders, $35.1bn |
| Q4 2022 | 5 holders, $430m | 38 holders, $56.7bn |
| Q1 2023 | 10 holders, $473m | 51 holders, $85.0bn |
| Q2 2023 | 18 holders, $1.7bn | 61 holders, $136bn |
| Q3 2023 | 24 holders, $3.9bn | 58 holders, $136bn |
| Q4 2023 | 22 holders, $4.8bn | 55 holders, $153bn |
| Q1 2024 | 28 holders, $6.7bn | 57 holders, $254bn |
| Q2 2024 | 31 holders, $6.2bn | 57 holders, $322bn |
| Q3 2024 | 29 holders, $5.5bn | 62 holders, $304bn |
| Q4 2024 | 27 holders, $5.9bn | 60 holders, $337bn |
| Q1 2025 | 19 holders, $2.2bn | 62 holders, $266bn |
| Q2 2025 | 23 holders, $4.3bn | 61 holders, $408bn |
| Q3 2025 | 25 holders, $5.6bn | 63 holders, $487bn |
| Q4 2025 | 25 holders, $7.0bn | 64 holders, $513bn |
| Q1 2026 | 23 holders, $8.7bn | 63 holders, $480bn |
| Q2 2026 | 27 holders, $10.6bn | 62 holders, $550bn |
Vertiv Holdings Co
- Holders
- 29
- Reported value
- $5.5bn
- Buyers
- 17
- Sellers
- 15
Breadth +2 among 94 comparable managers.
Nvidia Corporation
- Holders
- 62
- Reported value
- $304bn
- Buyers
- 32
- Sellers
- 29
Breadth +3 among 94 comparable managers.
Who holds both, Q3 2024
Both (28)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP, Whale Rock Capital Management LLC, Winton Group Ltd, Woodline Partners LP
Only VRT (1)
Only NVDA (34)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Point72 Asset Management LP, and 9 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.