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NVDA · TSM 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.

NVDATSM
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.
  • NVDA
  • TSM
020406080202120222023202420252026
Holders and value by quarter
QuarterNVDATSM
Q3 202035 holders, $45.3bn33 holders, $17.7bn
Q4 202042 holders, $43.8bn32 holders, $22.6bn
Q1 202136 holders, $42.9bn32 holders, $22.3bn
Q2 202137 holders, $63.0bn29 holders, $21.3bn
Q3 202140 holders, $62.6bn32 holders, $20.8bn
Q4 202148 holders, $90.4bn32 holders, $21.3bn
Q1 202237 holders, $79.5bn38 holders, $18.8bn
Q2 202238 holders, $43.6bn39 holders, $15.7bn
Q3 202238 holders, $35.1bn35 holders, $16.4bn
Q4 202238 holders, $56.7bn35 holders, $14.8bn
Q1 202351 holders, $85.0bn39 holders, $19.0bn
Q2 202361 holders, $136bn47 holders, $21.8bn
Q3 202358 holders, $136bn42 holders, $17.3bn
Q4 202355 holders, $153bn46 holders, $21.4bn
Q1 202457 holders, $254bn43 holders, $28.2bn
Q2 202457 holders, $322bn49 holders, $36.0bn
Q3 202462 holders, $304bn54 holders, $34.9bn
Q4 202460 holders, $337bn54 holders, $42.9bn
Q1 202562 holders, $266bn48 holders, $33.1bn
Q2 202561 holders, $408bn50 holders, $48.3bn
Q3 202563 holders, $487bn54 holders, $61.3bn
Q4 202564 holders, $513bn53 holders, $62.8bn
Q1 202663 holders, $480bn59 holders, $71.9bn
Q2 202662 holders, $550bn57 holders, $98.0bn
NVDA

Nvidia Corporation

Holders
63
Reported value
$480bn
Buyers
29
Sellers
36

Breadth -7 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
TSM

Taiwan Semiconductor Manufac

Holders
59
Reported value
$71.9bn
Buyers
29
Sellers
32

Breadth -3 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

Among the 69 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (53)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, 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, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 13 more

Only NVDA (10)

AQR Capital Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, PDT Partners LLC, Woodline Partners LP

Only TSM (6)

First Eagle Investment Management LLC, Lone Pine Capital LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Viking Global Investors LP, Voloridge Investment Management LLC

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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