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SEDG · 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.

SEDGNVDA
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.
  • SEDG
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterSEDGNVDA
Q3 202013 holders, $1.2bn35 holders, $45.3bn
Q4 202012 holders, $1.5bn42 holders, $43.8bn
Q1 202110 holders, $1.4bn36 holders, $42.9bn
Q2 202112 holders, $897m37 holders, $63.0bn
Q3 20218 holders, $656m40 holders, $62.6bn
Q4 20218 holders, $886m48 holders, $90.4bn
Q1 202213 holders, $1.3bn37 holders, $79.5bn
Q2 202212 holders, $1.1bn38 holders, $43.6bn
Q3 202212 holders, $1.0bn38 holders, $35.1bn
Q4 202216 holders, $1.3bn38 holders, $56.7bn
Q1 202316 holders, $2.4bn51 holders, $85.0bn
Q2 202314 holders, $1.8bn61 holders, $136bn
Q3 202311 holders, $740m58 holders, $136bn
Q4 20239 holders, $523m55 holders, $153bn
Q1 20246 holders, $347m57 holders, $254bn
Q2 20246 holders, $128m57 holders, $322bn
Q3 20248 holders, $148m62 holders, $304bn
Q4 20246 holders, $38m60 holders, $337bn
Q1 20259 holders, $80m62 holders, $266bn
Q2 20255 holders, $93m61 holders, $408bn
Q3 20258 holders, $234m63 holders, $487bn
Q4 20257 holders, $154m64 holders, $513bn
Q1 20266 holders, $268m63 holders, $480bn
Q2 20265 holders, $198m62 holders, $550bn
SEDG

Solaredge Technologies Inc

Holders
6
Reported value
$268m
Buyers
12
Sellers
15

Breadth -3 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 SEDG (1)

Voloridge Investment Management LLC

Only NVDA (58)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates 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, Fidelity (FMR LLC), GAMCO Investors Inc, and 33 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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