NVDA vs GOOGL
NVIDIA · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 4 hold both NVDA and GOOGL (31% of the combined holder base), led by David Tepper (10.2% NVDA · 7.8% GOOGL). NVDA appears in 8 tracked portfolios; GOOGL in 9, so GOOGL 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 GOOGL’s −26 (slight selling); NVDA shows the stronger net-accumulation reading of the pair.
Among the 4 managers holding both, 1 size NVDA larger and 3 size GOOGL larger — a lean toward GOOGL. 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 NVDA only, who holds GOOGL only, and who holds both.
Of 4 shared managers, 1 weight NVDA heavier and 3 weight GOOGL heavier.
- Stanley Druckenmiller11.4%
- Tom Slater9.4%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- David Tepper10.2 / 7.8%
- Chase Coleman7.1 / 8.2%
- John Armitage6.4 / 6.8%
- Lee Ainslie3.1 / 4.2%
- Chris Hohn14.6%
- François Rochon8.4%
- Polen Capital8.1%
- Bill Nygren4.9%
- Joel Greenblatt3.0%
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: NVDA or GOOGL?
NVDA (NVIDIA) is held by 8 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and GOOGL?
4 tracked superinvestors hold both NVDA and GOOGL based on the latest SEC 13F filings. Largest dual-holder: David Tepper (10.2% NVDA · 7.8% GOOGL). Full overlap table below.
What is the overlap between NVDA and GOOGL institutional ownership?
Across 13 unique tracked holders: 4 hold only NVDA (31%), 4 hold both (31%), 5 hold only GOOGL (38%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and GOOGL, which do they prefer?
Of 4 managers holding both, 1 weight NVDA higher and 3 weight GOOGL higher in their portfolios. GOOGL 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.