V vs NVDA
Visa · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 17 tracked superinvestors, 1 hold both V and NVDA (6% of the combined holder base), led by Andreas Halvorsen (5.8% V · 6.2% NVDA). V appears in 10 tracked portfolios; NVDA in 8, so V is the more widely held of the two among tracked managers.
V is a Financials holding while NVDA sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, V’s ConvictionScore reads −14 (slight selling) against NVDA’s +1 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 0 size V larger and 1 size NVDA 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 V only, who holds NVDA only, and who holds both.
Of 1 shared manager, 0 weight V heavier and 1 weight NVDA heavier.
- 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
- Andreas Halvorsen5.8 / 6.2%
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- John Armitage6.4%
- Stephen Mandel5.1%
- Lee Ainslie3.1%
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: V or NVDA?
V (Visa) is held by 10 tracked superinvestors; NVDA (NVIDIA) is held by 8. V has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and NVDA?
1 tracked superinvestor holds both V and NVDA based on the latest SEC 13F filings. Largest dual-holder: Andreas Halvorsen (5.8% V · 6.2% NVDA). Full overlap table below.
What is the overlap between V and NVDA institutional ownership?
Across 17 unique tracked holders: 9 hold only V (53%), 1 hold both (6%), 7 hold only NVDA (41%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and NVDA, which do they prefer?
Of 1 managers holding both, 0 weight V higher and 1 weight NVDA 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.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.