GOOG vs NVDA
Alphabet Class C · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, no manager holds both GOOG and NVDA — the two names draw on entirely separate pools of smart money. GOOG appears in 4 tracked portfolios; NVDA in 8, so NVDA is the more widely held of the two among tracked managers.
Both sit in Technology, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, GOOG’s ConvictionScore reads −1 (slight selling) against NVDA’s +8 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds GOOG only, who holds NVDA only, and who holds both.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
No manager holds both GOOG and NVDA.
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
Frequently asked questions
Which has more hedge-fund owners: GOOG or NVDA?
GOOG (Alphabet Class C) is held by 4 tracked superinvestors; NVDA (NVIDIA) is held by 8. NVDA has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOG and NVDA?
0 tracked superinvestors hold both GOOG and NVDA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between GOOG and NVDA institutional ownership?
Across 12 unique tracked holders: 4 hold only GOOG (33%), 0 hold both (0%), 8 hold only NVDA (67%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.