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MRVL · 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.

MRVLNVDA
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.
  • MRVL
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterMRVLNVDA
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 202117 holders, $13.4bn37 holders, $63.0bn
Q3 202117 holders, $14.0bn40 holders, $62.6bn
Q4 202127 holders, $19.8bn48 holders, $90.4bn
Q1 202224 holders, $15.5bn37 holders, $79.5bn
Q2 202228 holders, $10.0bn38 holders, $43.6bn
Q3 202222 holders, $9.0bn38 holders, $35.1bn
Q4 202225 holders, $8.0bn38 holders, $56.7bn
Q1 202320 holders, $9.4bn51 holders, $85.0bn
Q2 202314 holders, $13.4bn61 holders, $136bn
Q3 202314 holders, $11.8bn58 holders, $136bn
Q4 202315 holders, $12.8bn55 holders, $153bn
Q1 202431 holders, $13.8bn57 holders, $254bn
Q2 202423 holders, $13.1bn57 holders, $322bn
Q3 202421 holders, $13.6bn62 holders, $304bn
Q4 202431 holders, $22.9bn60 holders, $337bn
Q1 202526 holders, $12.0bn62 holders, $266bn
Q2 202523 holders, $13.0bn61 holders, $408bn
Q3 202521 holders, $13.1bn63 holders, $487bn
Q4 202523 holders, $16.1bn64 holders, $513bn
Q1 202617 holders, $19.4bn63 holders, $480bn
Q2 202630 holders, $35.0bn62 holders, $550bn
MRVL

Marvell Technology Inc

Holders
23
Reported value
$13.0bn
Buyers
13
Sellers
12

Breadth +1 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 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRVL (2)

Glenview Capital Management LLC, PDT Partners LLC

Only NVDA (40)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 15 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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