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Ownership Diff · META vs NVDA

META vs NVDA

Meta Platforms · NVIDIA

Superinvestor ownership overlap, unique holders, and conviction comparison.

META
Meta Platforms
Technology
ConvictionScore+3
SignalSlight accumulation
Tracked owners15
NVDA
NVIDIA
Technology
ConvictionScore+8
SignalSlight accumulation
Tracked owners8

Ownership fingerprint

Who holds META only, who holds NVDA only, and who holds both.

META only (8)■ Both (7)NVDA only (1)
META only
Both

Of 7 shared managers, 4 weight META heavier and 3 weight NVDA heavier.

Both · 7
Only NVDA · 1

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Chase Coleman
META
13.4%
NVDA
7.1%
Top position. Built aggressively since 2022 lows.
David Tepper
META
9.1%
NVDA
10.2%
Quality compounder at reasonable multiple.
John Armitage
META
7.2%
NVDA
6.4%
Cash flow machine.
Andreas Halvorsen
META
6.4%
NVDA
6.2%
Top position. Built aggressively through 2025.
Stephen Mandel
META
6.4%
NVDA
5.1%
Core growth position.
Tom Slater
META
5.9%
NVDA
9.4%
Cash flow machine.
Lee Ainslie
META
2.9%
NVDA
3.1%
Added aggressively in Q4 — 776k share add.
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Frequently asked questions

Which has more hedge-fund owners: META or NVDA?

META (Meta Platforms) is held by 15 tracked superinvestors; NVDA (NVIDIA) is held by 8. META has 7 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both META and NVDA?

7 tracked superinvestors hold both META and NVDA based on the latest SEC 13F filings. Largest dual-holder: Chase Coleman (13.4% META · 7.1% NVDA). Full overlap table below.

What is the overlap between META and NVDA institutional ownership?

Across 16 unique tracked holders: 8 hold only META (50%), 7 hold both (44%), 1 hold only NVDA (6%). The full Venn split + per-manager position % is on this page.

Among managers holding both META and NVDA, which do they prefer?

Of 7 managers holding both, 4 weight META higher and 3 weight NVDA higher in their portfolios. META 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.