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APH · 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.

APHNVDA
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.
  • APH
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAPHNVDA
Q3 202023 holders, $6.5bn35 holders, $45.3bn
Q4 202020 holders, $7.3bn42 holders, $43.8bn
Q1 202118 holders, $7.9bn36 holders, $42.9bn
Q2 202119 holders, $7.8bn37 holders, $63.0bn
Q3 202114 holders, $9.0bn40 holders, $62.6bn
Q4 202112 holders, $10.8bn48 holders, $90.4bn
Q1 202222 holders, $9.1bn37 holders, $79.5bn
Q2 202221 holders, $7.7bn38 holders, $43.6bn
Q3 202219 holders, $7.2bn38 holders, $35.1bn
Q4 202218 holders, $8.3bn38 holders, $56.7bn
Q1 202317 holders, $9.1bn51 holders, $85.0bn
Q2 202318 holders, $9.9bn61 holders, $136bn
Q3 202317 holders, $9.6bn58 holders, $136bn
Q4 202316 holders, $12.1bn55 holders, $153bn
Q1 202418 holders, $14.1bn57 holders, $254bn
Q2 202430 holders, $17.0bn57 holders, $322bn
Q3 202431 holders, $15.9bn62 holders, $304bn
Q4 202431 holders, $17.5bn60 holders, $337bn
Q1 202524 holders, $15.4bn62 holders, $266bn
Q2 202532 holders, $25.2bn61 holders, $408bn
Q3 202534 holders, $31.4bn63 holders, $487bn
Q4 202532 holders, $31.3bn64 holders, $513bn
Q1 202631 holders, $28.5bn63 holders, $480bn
Q2 202634 holders, $38.7bn62 holders, $550bn
APH

Amphenol Corp

Holders
31
Reported value
$28.5bn
Buyers
25
Sellers
22

Breadth +3 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
NVDA

Nvidia Corporation

Holders
63
Reported value
$480bn
Buyers
29
Sellers
36

Breadth -7 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

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 APH (1)

Lone Pine Capital LLC

Only NVDA (33)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Maverick Capital Ltd, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 8 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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