Holders over time
- CRDO
- NVDA
| Quarter | CRDO | NVDA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $45.3bn |
| Q4 2020 | none listed holders, n.a. | 42 holders, $43.8bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $42.9bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $63.0bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $62.6bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $90.4bn |
| Q1 2022 | 2 holders, $127m | 37 holders, $79.5bn |
| Q2 2022 | 2 holders, $117m | 38 holders, $43.6bn |
| Q3 2022 | 2 holders, $140m | 38 holders, $35.1bn |
| Q4 2022 | 5 holders, $184m | 38 holders, $56.7bn |
| Q1 2023 | 5 holders, $194m | 51 holders, $85.0bn |
| Q2 2023 | 6 holders, $344m | 61 holders, $136bn |
| Q3 2023 | 5 holders, $209m | 58 holders, $136bn |
| Q4 2023 | 9 holders, $287m | 55 holders, $153bn |
| Q1 2024 | 8 holders, $297m | 57 holders, $254bn |
| Q2 2024 | 11 holders, $508m | 57 holders, $322bn |
| Q3 2024 | 10 holders, $519m | 62 holders, $304bn |
| Q4 2024 | 15 holders, $1.3bn | 60 holders, $337bn |
| Q1 2025 | 17 holders, $1.1bn | 62 holders, $266bn |
| Q2 2025 | 21 holders, $2.2bn | 61 holders, $408bn |
| Q3 2025 | 22 holders, $3.8bn | 63 holders, $487bn |
| Q4 2025 | 19 holders, $3.2bn | 64 holders, $513bn |
| Q1 2026 | 13 holders, $1.8bn | 63 holders, $480bn |
| Q2 2026 | 23 holders, $5.2bn | 62 holders, $550bn |
Credo Technology Group Holdi
- Holders
- 19
- Reported value
- $3.2bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 92 comparable managers.
Nvidia Corporation
- Holders
- 64
- Reported value
- $513bn
- Buyers
- 29
- Sellers
- 34
Breadth -5 among 92 comparable managers.
Who holds both, Q4 2025
Both (18)
AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only CRDO (1)
Only NVDA (46)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco 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.