META vs NVDA
Meta Platforms · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 7 hold both META and NVDA (44% of the combined holder base), led by Chase Coleman (13.4% META · 7.1% NVDA). META appears in 15 tracked portfolios; NVDA in 8, so META 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, META’s ConvictionScore reads +3 (slight accumulation) against NVDA’s +8 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Among the 7 managers holding both, 4 size META larger and 3 size NVDA larger — a lean toward META. 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 META only, who holds NVDA only, and who holds both.
Of 7 shared managers, 4 weight META heavier and 3 weight NVDA heavier.
- Li Lu11.8%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- Terry Smith6.5%
- François Rochon6.2%
- Polen Capital4.1%
- Joel Greenblatt3.2%
- Chuck Akre3.1%
- Chase Coleman13.4 / 7.1%
- David Tepper9.1 / 10.2%
- John Armitage7.2 / 6.4%
- Andreas Halvorsen6.4 / 6.2%
- Stephen Mandel6.4 / 5.1%
- Tom Slater5.9 / 9.4%
- Lee Ainslie2.9 / 3.1%
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: 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.