NVDA vs MSFT
NVIDIA · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
Ownership fingerprint
Who holds NVDA only, who holds MSFT only, and who holds both.
Of 7 shared managers, 3 weight NVDA heavier and 4 weight MSFT heavier.
- Tom Slater9.4%
- Stanley Druckenmiller11.4 / 9.1%
- David Tepper10.2 / 5.9%
- Chase Coleman7.1 / 10.7%
- John Armitage6.4 / 8.9%
- Andreas Halvorsen6.2 / 4.8%
- Stephen Mandel5.1 / 7.8%
- Lee Ainslie3.1 / 3.8%
- Chris Hohn13.1%
- Terry Smith11.2%
- Polen Capital9.4%
- William von Mueffling7.8%
- Joel Greenblatt4.1%
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: NVDA or MSFT?
NVDA (NVIDIA) is held by 8 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and MSFT?
7 tracked superinvestors hold both NVDA and MSFT based on the latest SEC 13F filings. Largest dual-holder: Stanley Druckenmiller (11.4% NVDA · 9.1% MSFT). Full overlap table below.
What is the overlap between NVDA and MSFT institutional ownership?
Across 13 unique tracked holders: 1 hold only NVDA (8%), 7 hold both (54%), 5 hold only MSFT (38%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and MSFT, which do they prefer?
Of 7 managers holding both, 3 weight NVDA higher and 4 weight MSFT higher in their portfolios. MSFT 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.