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AXTI · 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.

AXTINVDA
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.
  • AXTI
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterAXTINVDA
Q3 20201 holders, $668k35 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 2024none listed holders, n.a.60 holders, $337bn
Q1 2025none listed holders, n.a.62 holders, $266bn
Q2 2025none listed holders, n.a.61 holders, $408bn
Q3 2025none listed holders, n.a.63 holders, $487bn
Q4 20253 holders, $54m64 holders, $513bn
Q1 20263 holders, $26m63 holders, $480bn
Q2 20265 holders, $451m62 holders, $550bn
AXTI

Axt Inc

Holders
5
Reported value
$451m
Buyers
25
Sellers
8

Breadth +17 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 AXTI (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, Baillie Gifford & Co, 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, Coatue Management LLC, 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, Harris Associates LP, 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.

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