GOOGL vs NVDA
Alphabet · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds GOOGL only, who holds NVDA only, and who holds both.
Of 4 shared managers, 3 weight GOOGL heavier and 1 weight NVDA heavier.
- Chris Hohn14.6%
- François Rochon8.4%
- Polen Capital8.1%
- Bill Nygren4.9%
- Joel Greenblatt3.0%
- Chase Coleman8.2 / 7.1%
- David Tepper7.8 / 10.2%
- John Armitage6.8 / 6.4%
- Lee Ainslie4.2 / 3.1%
- Stanley Druckenmiller11.4%
- Tom Slater9.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: GOOGL or NVDA?
GOOGL (Alphabet) is held by 9 tracked superinvestors; NVDA (NVIDIA) is held by 8. GOOGL has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and NVDA?
4 tracked superinvestors hold both GOOGL and NVDA based on the latest SEC 13F filings. Largest dual-holder: Chase Coleman (8.2% GOOGL · 7.1% NVDA). Full overlap table below.
What is the overlap between GOOGL and NVDA institutional ownership?
Across 13 unique tracked holders: 5 hold only GOOGL (38%), 4 hold both (31%), 4 hold only NVDA (31%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and NVDA, which do they prefer?
Of 4 managers holding both, 3 weight GOOGL higher and 1 weight NVDA higher in their portfolios. GOOGL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.