NVDA vs GOOG
NVIDIA · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, no manager holds both NVDA and GOOG — the two names draw on entirely separate pools of smart money. NVDA appears in 8 tracked portfolios; GOOG in 4, so NVDA 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, NVDA’s ConvictionScore reads +8 (slight accumulation) against GOOG’s −1 (slight selling); NVDA shows the stronger net-accumulation reading of the pair.
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 NVDA only, who holds GOOG only, and who holds both.
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
No manager holds both NVDA and GOOG.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
Frequently asked questions
Which has more hedge-fund owners: NVDA or GOOG?
NVDA (NVIDIA) is held by 8 tracked superinvestors; GOOG (Alphabet Class C) is held by 4. NVDA has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and GOOG?
0 tracked superinvestors hold both NVDA and GOOG based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NVDA and GOOG institutional ownership?
Across 12 unique tracked holders: 8 hold only NVDA (67%), 0 hold both (0%), 4 hold only GOOG (33%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.