Holders over time
- NXT
- NVDA
| Quarter | NXT | NVDA |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $45.3bn |
| Q4 2020 | none listed holders, n.a. | 42 holders, $43.8bn |
| Q1 2021 | none listed holders, n.a. | 36 holders, $42.9bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $63.0bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $62.6bn |
| Q4 2021 | none listed holders, n.a. | 48 holders, $90.4bn |
| Q1 2022 | none listed holders, n.a. | 37 holders, $79.5bn |
| Q2 2022 | none listed holders, n.a. | 38 holders, $43.6bn |
| Q3 2022 | none listed holders, n.a. | 38 holders, $35.1bn |
| Q4 2022 | none listed holders, n.a. | 38 holders, $56.7bn |
| Q1 2023 | 6 holders, $52m | 51 holders, $85.0bn |
| Q2 2023 | 7 holders, $52m | 61 holders, $136bn |
| Q3 2023 | 6 holders, $127m | 58 holders, $136bn |
| Q4 2023 | 6 holders, $169m | 55 holders, $153bn |
| Q1 2024 | 14 holders, $1.9bn | 57 holders, $254bn |
| Q2 2024 | 13 holders, $1.2bn | 57 holders, $322bn |
| Q3 2024 | 7 holders, $351m | 62 holders, $304bn |
| Q4 2024 | 8 holders, $371m | 60 holders, $337bn |
| Q1 2025 | 7 holders, $519m | 62 holders, $266bn |
| Q2 2025 | 12 holders, $596m | 61 holders, $408bn |
| Q3 2025 | 9 holders, $683m | 63 holders, $487bn |
| Q4 2025 | 10 holders, $2.3bn | 64 holders, $513bn |
| Q1 2026 | 12 holders, $4.3bn | 63 holders, $480bn |
| Q2 2026 | 17 holders, $4.3bn | 62 holders, $550bn |
Nextracker Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Nvidia Corporation
- Holders
- 63
- Reported value
- $480bn
- Buyers
- 29
- Sellers
- 36
Breadth -7 among 91 comparable managers.
Who holds both, Q1 2026
Both (12)
AllianceBernstein LP, Baillie Gifford & Co, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only NXT (0)
None.
Only NVDA (51)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management 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, Discovery Capital Management LLC, Dodge & Cox, Dragoneer Investment Group LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 26 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.