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VIAV · 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.

VIAVNVDA
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.
  • VIAV
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterVIAVNVDA
Q3 202010 holders, $284m35 holders, $45.3bn
Q4 202011 holders, $307m42 holders, $43.8bn
Q1 202111 holders, $476m36 holders, $42.9bn
Q2 202110 holders, $593m37 holders, $63.0bn
Q3 20217 holders, $487m40 holders, $62.6bn
Q4 20218 holders, $591m48 holders, $90.4bn
Q1 20227 holders, $505m37 holders, $79.5bn
Q2 20226 holders, $396m38 holders, $43.6bn
Q3 20228 holders, $362m38 holders, $35.1bn
Q4 20226 holders, $295m38 holders, $56.7bn
Q1 20234 holders, $303m51 holders, $85.0bn
Q2 20234 holders, $295m61 holders, $136bn
Q3 20234 holders, $268m58 holders, $136bn
Q4 20235 holders, $261m55 holders, $153bn
Q1 20245 holders, $296m57 holders, $254bn
Q2 20243 holders, $107m57 holders, $322bn
Q3 20244 holders, $262m62 holders, $304bn
Q4 20246 holders, $382m60 holders, $337bn
Q1 20256 holders, $412m62 holders, $266bn
Q2 20254 holders, $440m61 holders, $408bn
Q3 20257 holders, $585m63 holders, $487bn
Q4 20258 holders, $669m64 holders, $513bn
Q1 20268 holders, $1.1bn63 holders, $480bn
Q2 202621 holders, $3.2bn62 holders, $550bn
VIAV

Viavi Solutions Inc

Holders
21
Reported value
$3.2bn
Buyers
29
Sellers
8

Breadth +21 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 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VIAV (1)

First Eagle Investment Management LLC

Only NVDA (42)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 17 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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