L3VLUP
ProSign in

COHR · 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.

COHRNVDA
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.
  • COHR
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterCOHRNVDA
Q3 2020none listed holders, n.a.35 holders, $45.3bn
Q4 2020none listed holders, n.a.42 holders, $43.8bn
Q1 2021none listed holders, n.a.36 holders, $42.9bn
Q2 2021none listed holders, n.a.37 holders, $63.0bn
Q3 2021none listed holders, n.a.40 holders, $62.6bn
Q4 2021none listed holders, n.a.48 holders, $90.4bn
Q1 2022none listed holders, n.a.37 holders, $79.5bn
Q2 2022none listed holders, n.a.38 holders, $43.6bn
Q3 20227 holders, $958m38 holders, $35.1bn
Q4 20229 holders, $898m38 holders, $56.7bn
Q1 20238 holders, $885m51 holders, $85.0bn
Q2 20235 holders, $1.0bn61 holders, $136bn
Q3 20237 holders, $677m58 holders, $136bn
Q4 20237 holders, $1.2bn55 holders, $153bn
Q1 202411 holders, $1.7bn57 holders, $254bn
Q2 202414 holders, $2.6bn57 holders, $322bn
Q3 202418 holders, $4.0bn62 holders, $304bn
Q4 202422 holders, $4.3bn60 holders, $337bn
Q1 202519 holders, $2.9bn62 holders, $266bn
Q2 202517 holders, $3.5bn61 holders, $408bn
Q3 202524 holders, $4.6bn63 holders, $487bn
Q4 202532 holders, $9.9bn64 holders, $513bn
Q1 202630 holders, $10.3bn63 holders, $480bn
Q2 202625 holders, $12.0bn62 holders, $550bn
COHR

Coherent Corp

Holders
19
Reported value
$2.9bn
Buyers
14
Sellers
7

Breadth +7 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP
NVDA

Nvidia Corporation

Holders
62
Reported value
$266bn
Buyers
26
Sellers
37

Breadth -11 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2025

Among the 65 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only COHR (3)

Dodge & Cox, First Eagle Investment Management LLC, Sachem Head Capital Management LP

Only NVDA (46)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, 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.

Back to the 13F Explorer →