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 +8 (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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.