MA vs NVDA
Mastercard · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 1 hold both MA and NVDA (8% of the combined holder base), led by Andreas Halvorsen (3.7% MA · 6.2% NVDA). MA appears in 6 tracked portfolios; NVDA in 8, so NVDA is the more widely held of the two among tracked managers.
MA is a Financials holding while NVDA sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MA’s ConvictionScore reads 0 (mixed) against NVDA’s +8 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size MA larger and 1 size NVDA larger — a lean toward NVDA. 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 MA only, who holds NVDA only, and who holds both.
Of 1 shared manager, 0 weight MA heavier and 1 weight NVDA heavier.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7 / 6.2%
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
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: MA or NVDA?
MA (Mastercard) is held by 6 tracked superinvestors; NVDA (NVIDIA) is held by 8. NVDA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MA and NVDA?
1 tracked superinvestor holds both MA and NVDA based on the latest SEC 13F filings. Largest dual-holder: Andreas Halvorsen (3.7% MA · 6.2% NVDA). Full overlap table below.
What is the overlap between MA and NVDA institutional ownership?
Across 13 unique tracked holders: 5 hold only MA (38%), 1 hold both (8%), 7 hold only NVDA (54%). The full Venn split + per-manager position % is on this page.
Among managers holding both MA and NVDA, which do they prefer?
Of 1 managers holding both, 0 weight MA higher and 1 weight NVDA higher in their portfolios. NVDA 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.