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SITM · 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.

SITMNVDA
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.
  • SITM
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterSITMNVDA
Q3 2020none listed holders, n.a.35 holders, $45.3bn
Q4 2020none listed holders, n.a.42 holders, $43.8bn
Q1 20211 holders, $727k36 holders, $42.9bn
Q2 20211 holders, $3.1m37 holders, $63.0bn
Q3 20212 holders, $13m40 holders, $62.6bn
Q4 20215 holders, $529m48 holders, $90.4bn
Q1 20222 holders, $563m37 holders, $79.5bn
Q2 20225 holders, $402m38 holders, $43.6bn
Q3 20225 holders, $61m38 holders, $35.1bn
Q4 20224 holders, $85m38 holders, $56.7bn
Q1 20236 holders, $477m51 holders, $85.0bn
Q2 20237 holders, $78m61 holders, $136bn
Q3 20235 holders, $67m58 holders, $136bn
Q4 20234 holders, $69m55 holders, $153bn
Q1 20243 holders, $26m57 holders, $254bn
Q2 20242 holders, $7.3m57 holders, $322bn
Q3 20243 holders, $626m62 holders, $304bn
Q4 20244 holders, $776m60 holders, $337bn
Q1 20255 holders, $611m62 holders, $266bn
Q2 20256 holders, $951m61 holders, $408bn
Q3 20256 holders, $1.6bn63 holders, $487bn
Q4 20256 holders, $1.9bn64 holders, $513bn
Q1 202610 holders, $2.0bn63 holders, $480bn
Q2 202620 holders, $5.0bn62 holders, $550bn
SITM

Sitime Corp

Holders
6
Reported value
$1.9bn
Buyers
15
Sellers
12

Breadth +3 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 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SITM (0)

None.

Only NVDA (58)

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, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, and 33 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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