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ASML · 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.

ASMLNVDA
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.
  • ASML
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterASMLNVDA
Q3 202016 holders, $10.8bn35 holders, $45.3bn
Q4 202024 holders, $15.0bn42 holders, $43.8bn
Q1 202124 holders, $18.1bn36 holders, $42.9bn
Q2 202128 holders, $20.9bn37 holders, $63.0bn
Q3 202125 holders, $21.9bn40 holders, $62.6bn
Q4 202123 holders, $23.2bn48 holders, $90.4bn
Q1 202229 holders, $19.3bn37 holders, $79.5bn
Q2 202227 holders, $13.2bn38 holders, $43.6bn
Q3 202231 holders, $10.5bn38 holders, $35.1bn
Q4 202230 holders, $14.2bn38 holders, $56.7bn
Q1 202327 holders, $16.8bn51 holders, $85.0bn
Q2 202328 holders, $17.2bn61 holders, $136bn
Q3 202325 holders, $13.0bn58 holders, $136bn
Q4 202327 holders, $16.4bn55 holders, $153bn
Q1 202431 holders, $23.4bn57 holders, $254bn
Q2 202436 holders, $26.3bn57 holders, $322bn
Q3 202432 holders, $17.3bn62 holders, $304bn
Q4 202426 holders, $11.7bn60 holders, $337bn
Q1 202527 holders, $10.5bn62 holders, $266bn
Q2 202524 holders, $10.6bn61 holders, $408bn
Q3 202526 holders, $12.4bn63 holders, $487bn
Q4 202528 holders, $18.1bn64 holders, $513bn
Q1 202639 holders, $26.8bn63 holders, $480bn
Q2 202636 holders, $43.1bn62 holders, $550bn
ASML

Asml HLDG NV

Holders
36
Reported value
$43.1bn
Buyers
22
Sellers
27

Breadth -5 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · 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 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (34)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP

Only ASML (2)

Lone Pine Capital LLC, Third Point LLC

Only NVDA (28)

Altimeter Capital Management LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Tudor Investment Corp, Verition Fund Management LLC, and 3 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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