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AMD · 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.

AMDNVDA
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.
  • AMD
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAMDNVDA
Q3 202034 holders, $19.9bn35 holders, $45.3bn
Q4 202034 holders, $23.7bn42 holders, $43.8bn
Q1 202134 holders, $18.9bn36 holders, $42.9bn
Q2 202133 holders, $20.5bn37 holders, $63.0bn
Q3 202131 holders, $22.0bn40 holders, $62.6bn
Q4 202137 holders, $29.0bn48 holders, $90.4bn
Q1 202236 holders, $23.1bn37 holders, $79.5bn
Q2 202234 holders, $15.9bn38 holders, $43.6bn
Q3 202237 holders, $12.9bn38 holders, $35.1bn
Q4 202238 holders, $13.6bn38 holders, $56.7bn
Q1 202333 holders, $21.9bn51 holders, $85.0bn
Q2 202342 holders, $24.3bn61 holders, $136bn
Q3 202339 holders, $18.6bn58 holders, $136bn
Q4 202340 holders, $28.6bn55 holders, $153bn
Q1 202439 holders, $27.7bn57 holders, $254bn
Q2 202442 holders, $22.4bn57 holders, $322bn
Q3 202438 holders, $22.6bn62 holders, $304bn
Q4 202437 holders, $11.7bn60 holders, $337bn
Q1 202535 holders, $9.4bn62 holders, $266bn
Q2 202536 holders, $14.4bn61 holders, $408bn
Q3 202544 holders, $15.9bn63 holders, $487bn
Q4 202547 holders, $32.5bn64 holders, $513bn
Q1 202643 holders, $28.9bn63 holders, $480bn
Q2 202657 holders, $98.0bn62 holders, $550bn
AMD

Advanced Micro Devices Inc

Holders
47
Reported value
$32.5bn
Buyers
24
Sellers
26

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
64
Reported value
$513bn
Buyers
29
Sellers
34

Breadth -5 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 67 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (44)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., 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, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 more

Only AMD (3)

Discovery Capital Management LLC, Glenview Capital Management LLC, Viking Global Investors LP

Only NVDA (20)

Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Maverick Capital Ltd, Moore Capital Management LP, Polen Capital Management LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Winton Group Ltd

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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