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AAOI · 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.

AAOINVDA
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.
  • AAOI
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAAOINVDA
Q3 20201 holders, $907k35 holders, $45.3bn
Q4 20202 holders, $1.1m42 holders, $43.8bn
Q1 20212 holders, $1.1m36 holders, $42.9bn
Q2 20212 holders, $864k37 holders, $63.0bn
Q3 20211 holders, $597k40 holders, $62.6bn
Q4 2021none listed holders, n.a.48 holders, $90.4bn
Q1 2022none listed holders, n.a.37 holders, $79.5bn
Q2 2022none listed holders, n.a.38 holders, $43.6bn
Q3 2022none listed holders, n.a.38 holders, $35.1bn
Q4 2022none listed holders, n.a.38 holders, $56.7bn
Q1 2023none listed holders, n.a.51 holders, $85.0bn
Q2 2023none listed holders, n.a.61 holders, $136bn
Q3 2023none listed holders, n.a.58 holders, $136bn
Q4 20232 holders, $22m55 holders, $153bn
Q1 20244 holders, $40m57 holders, $254bn
Q2 20241 holders, $3.4m57 holders, $322bn
Q3 20241 holders, $16m62 holders, $304bn
Q4 20244 holders, $117m60 holders, $337bn
Q1 2025none listed holders, n.a.62 holders, $266bn
Q2 20252 holders, $95m61 holders, $408bn
Q3 20251 holders, $25m63 holders, $487bn
Q4 20251 holders, $404k64 holders, $513bn
Q1 202610 holders, $572m63 holders, $480bn
Q2 20265 holders, $512m62 holders, $550bn
AAOI

Applied Optoelectronics

Holders
5
Reported value
$512m
Buyers
13
Sellers
21

Breadth -8 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
NVDA

Nvidia Corporation

Holders
62
Reported value
$550bn
Buyers
29
Sellers
35

Breadth -6 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AAOI (0)

None.

Only NVDA (57)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, 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, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, and 32 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.

Back to the 13F Explorer →