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Ownership Diff · NVDA vs V

NVDA vs V

NVIDIA · Visa

Superinvestor ownership overlap, unique holders, and conviction comparison.

NVDA
NVIDIA
Technology
ConvictionScore+8
SignalSlight accumulation
Tracked owners8
V
Visa
Financials
ConvictionScore−14
SignalSlight selling
Tracked owners10

Ownership fingerprint

Who holds NVDA only, who holds V only, and who holds both.

NVDA only (7)■ Both (1)V only (9)
NVDA only
V only

Of 1 shared manager, 1 weight NVDA heavier and 0 weight V heavier.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Andreas Halvorsen
NVDA
6.2%
V
5.8%
AI compute leader.
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Frequently asked questions

Which has more hedge-fund owners: NVDA or V?

NVDA (NVIDIA) is held by 8 tracked superinvestors; V (Visa) is held by 10. V has 2 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both NVDA and V?

1 tracked superinvestor holds both NVDA and V based on the latest SEC 13F filings. Largest dual-holder: Andreas Halvorsen (6.2% NVDA · 5.8% V). Full overlap table below.

What is the overlap between NVDA and V institutional ownership?

Across 17 unique tracked holders: 7 hold only NVDA (41%), 1 hold both (6%), 9 hold only V (53%). The full Venn split + per-manager position % is on this page.

Among managers holding both NVDA and V, which do they prefer?

Of 1 managers holding both, 1 weight NVDA higher and 0 weight V 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.