MSFT vs NVDA
Microsoft · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds MSFT only, who holds NVDA only, and who holds both.
Of 7 shared managers, 4 weight MSFT heavier and 3 weight NVDA heavier.
- Chris Hohn13.1%
- Terry Smith11.2%
- Polen Capital9.4%
- William von Mueffling7.8%
- Joel Greenblatt4.1%
- Chase Coleman10.7 / 7.1%
- Stanley Druckenmiller9.1 / 11.4%
- John Armitage8.9 / 6.4%
- Stephen Mandel7.8 / 5.1%
- David Tepper5.9 / 10.2%
- Andreas Halvorsen4.8 / 6.2%
- Lee Ainslie3.8 / 3.1%
- Tom Slater9.4%
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: MSFT or NVDA?
MSFT (Microsoft) is held by 12 tracked superinvestors; NVDA (NVIDIA) is held by 8. MSFT has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and NVDA?
7 tracked superinvestors hold both MSFT and NVDA based on the latest SEC 13F filings. Largest dual-holder: Chase Coleman (10.7% MSFT · 7.1% NVDA). Full overlap table below.
What is the overlap between MSFT and NVDA institutional ownership?
Across 13 unique tracked holders: 5 hold only MSFT (38%), 7 hold both (54%), 1 hold only NVDA (8%). The full Venn split + per-manager position % is on this page.
Among managers holding both MSFT and NVDA, which do they prefer?
Of 7 managers holding both, 4 weight MSFT higher and 3 weight NVDA higher in their portfolios. MSFT 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.