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EQIX · 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.

EQIXNVDA
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.
  • EQIX
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterEQIXNVDA
Q3 202019 holders, $8.2bn35 holders, $45.3bn
Q4 202021 holders, $8.2bn42 holders, $43.8bn
Q1 202119 holders, $7.5bn36 holders, $42.9bn
Q2 202117 holders, $7.9bn37 holders, $63.0bn
Q3 202115 holders, $7.0bn40 holders, $62.6bn
Q4 202118 holders, $6.0bn48 holders, $90.4bn
Q1 202218 holders, $6.0bn37 holders, $79.5bn
Q2 202223 holders, $5.7bn38 holders, $43.6bn
Q3 202220 holders, $4.8bn38 holders, $35.1bn
Q4 202215 holders, $5.1bn38 holders, $56.7bn
Q1 202317 holders, $5.3bn51 holders, $85.0bn
Q2 202320 holders, $6.5bn61 holders, $136bn
Q3 202316 holders, $6.2bn58 holders, $136bn
Q4 202319 holders, $6.6bn55 holders, $153bn
Q1 202427 holders, $7.6bn57 holders, $254bn
Q2 202421 holders, $8.1bn57 holders, $322bn
Q3 202426 holders, $9.6bn62 holders, $304bn
Q4 202428 holders, $10.3bn60 holders, $337bn
Q1 202531 holders, $8.7bn62 holders, $266bn
Q2 202530 holders, $7.3bn61 holders, $408bn
Q3 202528 holders, $7.0bn63 holders, $487bn
Q4 202526 holders, $8.2bn64 holders, $513bn
Q1 202631 holders, $11.5bn63 holders, $480bn
Q2 202631 holders, $12.6bn62 holders, $550bn
EQIX

Equinix Inc

Holders
28
Reported value
$10.3bn
Buyers
19
Sellers
10

Breadth +9 among 94 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
NVDA

Nvidia Corporation

Holders
60
Reported value
$337bn
Buyers
29
Sellers
32

Breadth -3 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2024

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQIX (1)

First Eagle Investment Management LLC

Only NVDA (33)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, and 8 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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