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ANET · 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.

ANETNVDA
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.
  • ANET
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterANETNVDA
Q3 2020none listed holders, n.a.35 holders, $45.3bn
Q4 2020none listed holders, n.a.42 holders, $43.8bn
Q1 2021none listed holders, n.a.36 holders, $42.9bn
Q2 2021none listed holders, n.a.37 holders, $63.0bn
Q3 2021none listed holders, n.a.40 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 2023none listed holders, n.a.55 holders, $153bn
Q1 2024none listed holders, n.a.57 holders, $254bn
Q2 2024none listed holders, n.a.57 holders, $322bn
Q3 2024none listed holders, n.a.62 holders, $304bn
Q4 202435 holders, $17.1bn60 holders, $337bn
Q1 202534 holders, $11.2bn62 holders, $266bn
Q2 202537 holders, $13.6bn61 holders, $408bn
Q3 202539 holders, $22.9bn63 holders, $487bn
Q4 202539 holders, $21.0bn64 holders, $513bn
Q1 202629 holders, $19.9bn63 holders, $480bn
Q2 202633 holders, $25.3bn62 holders, $550bn
ANET

Arista Networks Inc

Holders
33
Reported value
$25.3bn
Buyers
19
Sellers
27

Breadth -8 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only ANET (1)

Discovery Capital Management LLC

Only NVDA (30)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 5 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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