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 +1 (slight accumulation) against MA’s −2 (slight selling); 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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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