NVDA vs V
NVIDIA · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 1 hold both NVDA and V (6% of the combined holder base), led by Andreas Halvorsen (6.2% NVDA · 5.8% V). NVDA appears in 8 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
NVDA is a Technology holding while V 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 V’s −14 (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 V 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 V only, and who holds both.
Of 1 shared manager, 1 weight NVDA heavier and 0 weight V 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 / 5.8%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- +1 more
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 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.