Holders over time
- CRDO
- NVDA
| Quarter | CRDO | NVDA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $45.3bn |
| Q4 2020 | none listed holders, n.a. | 42 holders, $43.8bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $42.9bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $63.0bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $62.6bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $90.4bn |
| Q1 2022 | 2 holders, $127m | 37 holders, $79.5bn |
| Q2 2022 | 2 holders, $117m | 38 holders, $43.6bn |
| Q3 2022 | 2 holders, $140m | 38 holders, $35.1bn |
| Q4 2022 | 5 holders, $184m | 38 holders, $56.7bn |
| Q1 2023 | 5 holders, $194m | 51 holders, $85.0bn |
| Q2 2023 | 6 holders, $344m | 61 holders, $136bn |
| Q3 2023 | 5 holders, $209m | 58 holders, $136bn |
| Q4 2023 | 9 holders, $287m | 55 holders, $153bn |
| Q1 2024 | 8 holders, $297m | 57 holders, $254bn |
| Q2 2024 | 11 holders, $508m | 57 holders, $322bn |
| Q3 2024 | 10 holders, $519m | 62 holders, $304bn |
| Q4 2024 | 15 holders, $1.3bn | 60 holders, $337bn |
| Q1 2025 | 17 holders, $1.1bn | 62 holders, $266bn |
| Q2 2025 | 21 holders, $2.2bn | 61 holders, $408bn |
| Q3 2025 | 22 holders, $3.8bn | 63 holders, $487bn |
| Q4 2025 | 19 holders, $3.2bn | 64 holders, $513bn |
| Q1 2026 | 13 holders, $1.8bn | 63 holders, $480bn |
| Q2 2026 | 23 holders, $5.2bn | 62 holders, $550bn |
Credo Technology Group Holdi
- Holders
- 17
- Reported value
- $1.1bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 among 95 comparable managers.
Nvidia Corporation
- Holders
- 62
- Reported value
- $266bn
- Buyers
- 26
- Sellers
- 37
Breadth -11 among 95 comparable managers.
Who holds both, Q1 2025
Both (16)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Winton Group Ltd
Only CRDO (1)
Only NVDA (46)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, 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.