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ENPH · 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.

ENPHNVDA
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.
  • ENPH
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterENPHNVDA
Q3 202013 holders, $1.3bn35 holders, $45.3bn
Q4 202012 holders, $2.1bn42 holders, $43.8bn
Q1 202115 holders, $1.5bn36 holders, $42.9bn
Q2 20217 holders, $890m37 holders, $63.0bn
Q3 202114 holders, $935m40 holders, $62.6bn
Q4 202117 holders, $1.3bn48 holders, $90.4bn
Q1 202218 holders, $1.1bn37 holders, $79.5bn
Q2 202218 holders, $1.6bn38 holders, $43.6bn
Q3 202227 holders, $3.9bn38 holders, $35.1bn
Q4 202224 holders, $4.3bn38 holders, $56.7bn
Q1 202322 holders, $2.7bn51 holders, $85.0bn
Q2 202315 holders, $1.7bn61 holders, $136bn
Q3 20238 holders, $613m58 holders, $136bn
Q4 202316 holders, $1.7bn55 holders, $153bn
Q1 202411 holders, $1.6bn57 holders, $254bn
Q2 202410 holders, $1.5bn57 holders, $322bn
Q3 20249 holders, $1.8bn62 holders, $304bn
Q4 202410 holders, $1.3bn60 holders, $337bn
Q1 202516 holders, $1.7bn62 holders, $266bn
Q2 202513 holders, $1.1bn61 holders, $408bn
Q3 202517 holders, $773m63 holders, $487bn
Q4 202512 holders, $659m64 holders, $513bn
Q1 20266 holders, $612m63 holders, $480bn
Q2 20265 holders, $327m62 holders, $550bn
ENPH

Enphase Energy Inc

Holders
17
Reported value
$773m
Buyers
12
Sellers
5

Breadth +7 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
63
Reported value
$487bn
Buyers
28
Sellers
34

Breadth -6 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 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 ENPH (0)

None.

Only NVDA (46)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group 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.

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