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CAMT · 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.

CAMTNVDA
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.
  • CAMT
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterCAMTNVDA
Q3 20202 holders, $20m35 holders, $45.3bn
Q4 20203 holders, $66m42 holders, $43.8bn
Q1 20213 holders, $86m36 holders, $42.9bn
Q2 20213 holders, $97m37 holders, $63.0bn
Q3 20213 holders, $100m40 holders, $62.6bn
Q4 20213 holders, $109m48 holders, $90.4bn
Q1 20222 holders, $39m37 holders, $79.5bn
Q2 20222 holders, $31m38 holders, $43.6bn
Q3 20222 holders, $26m38 holders, $35.1bn
Q4 20222 holders, $24m38 holders, $56.7bn
Q1 20232 holders, $26m51 holders, $85.0bn
Q2 20232 holders, $32m61 holders, $136bn
Q3 20235 holders, $149m58 holders, $136bn
Q4 20237 holders, $131m55 holders, $153bn
Q1 20246 holders, $144m57 holders, $254bn
Q2 202410 holders, $285m57 holders, $322bn
Q3 20247 holders, $177m62 holders, $304bn
Q4 20245 holders, $116m60 holders, $337bn
Q1 20253 holders, $47m62 holders, $266bn
Q2 20252 holders, $30m61 holders, $408bn
Q3 20253 holders, $30m63 holders, $487bn
Q4 20252 holders, $15m64 holders, $513bn
Q1 20261 holders, $2.3m63 holders, $480bn
Q2 20263 holders, $3.2m62 holders, $550bn
CAMT

Camtek LTD

Holders
1
Reported value
$2.3m
Buyers
10
Sellers
11

Breadth -1 among 91 comparable managers.

IndustrialsAI 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 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAMT (0)

None.

Only NVDA (62)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital 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, Caxton Associates LLP, 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, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), and 37 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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