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TSM · 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.

TSMNVDA
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.
  • TSM
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterTSMNVDA
Q3 202033 holders, $17.7bn35 holders, $45.3bn
Q4 202032 holders, $22.6bn42 holders, $43.8bn
Q1 202132 holders, $22.3bn36 holders, $42.9bn
Q2 202129 holders, $21.3bn37 holders, $63.0bn
Q3 202132 holders, $20.8bn40 holders, $62.6bn
Q4 202132 holders, $21.3bn48 holders, $90.4bn
Q1 202238 holders, $18.8bn37 holders, $79.5bn
Q2 202239 holders, $15.7bn38 holders, $43.6bn
Q3 202235 holders, $16.4bn38 holders, $35.1bn
Q4 202235 holders, $14.8bn38 holders, $56.7bn
Q1 202339 holders, $19.0bn51 holders, $85.0bn
Q2 202347 holders, $21.8bn61 holders, $136bn
Q3 202342 holders, $17.3bn58 holders, $136bn
Q4 202346 holders, $21.4bn55 holders, $153bn
Q1 202443 holders, $28.2bn57 holders, $254bn
Q2 202449 holders, $36.0bn57 holders, $322bn
Q3 202454 holders, $34.9bn62 holders, $304bn
Q4 202454 holders, $42.9bn60 holders, $337bn
Q1 202548 holders, $33.1bn62 holders, $266bn
Q2 202550 holders, $48.3bn61 holders, $408bn
Q3 202554 holders, $61.3bn63 holders, $487bn
Q4 202553 holders, $62.8bn64 holders, $513bn
Q1 202659 holders, $71.9bn63 holders, $480bn
Q2 202657 holders, $98.0bn62 holders, $550bn
TSM

Taiwan Semiconductor Manufac

Holders
54
Reported value
$61.3bn
Buyers
32
Sellers
19

Breadth +13 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 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (49)

Acadian Asset Management LLC, 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, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 9 more

Only TSM (5)

First Eagle Investment Management LLC, Lone Pine Capital LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Viking Global Investors LP

Only NVDA (14)

AQR Capital Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

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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