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MCHP · 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.

MCHPNVDA
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.
  • MCHP
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterMCHPNVDA
Q3 202018 holders, $6.1bn35 holders, $45.3bn
Q4 202021 holders, $7.6bn42 holders, $43.8bn
Q1 202118 holders, $8.9bn36 holders, $42.9bn
Q2 202119 holders, $7.7bn37 holders, $63.0bn
Q3 202117 holders, $8.1bn40 holders, $62.6bn
Q4 202117 holders, $9.0bn48 holders, $90.4bn
Q1 202216 holders, $7.7bn37 holders, $79.5bn
Q2 202221 holders, $6.5bn38 holders, $43.6bn
Q3 202215 holders, $4.9bn38 holders, $35.1bn
Q4 202221 holders, $5.1bn38 holders, $56.7bn
Q1 202318 holders, $5.7bn51 holders, $85.0bn
Q2 202312 holders, $5.2bn61 holders, $136bn
Q3 202316 holders, $4.2bn58 holders, $136bn
Q4 202315 holders, $4.7bn55 holders, $153bn
Q1 202414 holders, $3.8bn57 holders, $254bn
Q2 202416 holders, $3.5bn57 holders, $322bn
Q3 202416 holders, $2.1bn62 holders, $304bn
Q4 202417 holders, $1.8bn60 holders, $337bn
Q1 202511 holders, $1.6bn62 holders, $266bn
Q2 202516 holders, $4.0bn61 holders, $408bn
Q3 202518 holders, $2.7bn63 holders, $487bn
Q4 202517 holders, $3.2bn64 holders, $513bn
Q1 202613 holders, $2.9bn63 holders, $480bn
Q2 202625 holders, $5.6bn62 holders, $550bn
MCHP

Microchip Technology Inc.

Holders
16
Reported value
$4.0bn
Buyers
12
Sellers
5

Breadth +7 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
61
Reported value
$408bn
Buyers
45
Sellers
17

Breadth +28 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MCHP (1)

Dodge & Cox

Only NVDA (46)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Fidelity (FMR 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, Maverick Capital 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.

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