NVDA vs MA
NVIDIA · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 1 hold both NVDA and MA (8% of the combined holder base), led by Andreas Halvorsen (6.2% NVDA · 3.7% MA). NVDA appears in 8 tracked portfolios; MA in 6, so NVDA is the more widely held of the two among tracked managers.
NVDA is a Technology holding while MA sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NVDA’s ConvictionScore reads +8 (slight accumulation) against MA’s 0 (mixed); NVDA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size NVDA larger and 0 size MA larger — a lean toward NVDA. 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 MA only, and who holds both.
Of 1 shared manager, 1 weight NVDA heavier and 0 weight MA heavier.
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
- Andreas Halvorsen6.2 / 3.7%
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
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 MA?
NVDA (NVIDIA) is held by 8 tracked superinvestors; MA (Mastercard) is held by 6. NVDA has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and MA?
1 tracked superinvestor holds both NVDA and MA based on the latest SEC 13F filings. Largest dual-holder: Andreas Halvorsen (6.2% NVDA · 3.7% MA). Full overlap table below.
What is the overlap between NVDA and MA institutional ownership?
Across 13 unique tracked holders: 7 hold only NVDA (54%), 1 hold both (8%), 5 hold only MA (38%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and MA, which do they prefer?
Of 1 managers holding both, 1 weight NVDA higher and 0 weight MA higher in their portfolios. NVDA 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.