GOOGL vs NVDA
Alphabet · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 4 hold both GOOGL and NVDA (31% of the combined holder base), led by Chase Coleman (8.2% GOOGL · 7.1% NVDA). GOOGL appears in 9 tracked portfolios; NVDA in 8, so GOOGL 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, GOOGL’s ConvictionScore reads −26 (slight selling) against NVDA’s +8 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Among the 4 managers holding both, 3 size GOOGL larger and 1 size NVDA larger — a lean toward GOOGL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
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 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.