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CIEN · 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.

CIENNVDA
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.
  • CIEN
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterCIENNVDA
Q3 202012 holders, $575m35 holders, $45.3bn
Q4 202012 holders, $774m42 holders, $43.8bn
Q1 20219 holders, $596m36 holders, $42.9bn
Q2 20217 holders, $615m37 holders, $63.0bn
Q3 20216 holders, $388m40 holders, $62.6bn
Q4 20216 holders, $1.5bn48 holders, $90.4bn
Q1 202213 holders, $1.5bn37 holders, $79.5bn
Q2 202215 holders, $1.2bn38 holders, $43.6bn
Q3 202212 holders, $1.1bn38 holders, $35.1bn
Q4 202214 holders, $1.2bn38 holders, $56.7bn
Q1 202313 holders, $1.2bn51 holders, $85.0bn
Q2 202311 holders, $498m61 holders, $136bn
Q3 202310 holders, $856m58 holders, $136bn
Q4 202311 holders, $903m55 holders, $153bn
Q1 20247 holders, $1.3bn57 holders, $254bn
Q2 202411 holders, $1.3bn57 holders, $322bn
Q3 20248 holders, $1.7bn62 holders, $304bn
Q4 202412 holders, $2.7bn60 holders, $337bn
Q1 202516 holders, $1.8bn62 holders, $266bn
Q2 202517 holders, $2.7bn61 holders, $408bn
Q3 202521 holders, $5.4bn63 holders, $487bn
Q4 202524 holders, $8.9bn64 holders, $513bn
Q1 202629 holders, $15.3bn63 holders, $480bn
Q2 202627 holders, $16.3bn62 holders, $550bn
CIEN

Ciena Corp

Holders
29
Reported value
$15.3bn
Buyers
21
Sellers
22

Breadth -1 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 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CIEN (3)

First Eagle Investment Management LLC, Freestone Grove Partners LP, Lone Pine Capital LLC

Only NVDA (37)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, 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, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, and 12 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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