Ownership Diff · NVDA vs MSFT

NVDA vs MSFT

NVIDIA · Microsoft

Superinvestor ownership overlap, unique holders, and conviction comparison.

NVDA

NVIDIA

Technology

ConvictionScore+16

SignalWEAK BUY

Tracked owners8

MSFT

Microsoft

Technology

ConvictionScore+2

SignalWEAK BUY

Tracked owners12

Ownership fingerprint

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

■ NVDA only (1)■ Both (7)■ MSFT only (5)

Both

MSFT only

Of 7 shared managers, 3 weight NVDA heavier and 4 weight MSFT heavier.

Only NVDA · 1

Tom Slater9.4%

Both · 7

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%

Only MSFT · 5

Shared manager conviction

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

Stanley Druckenmiller

NVDA

11.4%

MSFT

9.1%

“Top AI infrastructure pick. Sized aggressively.”

David Tepper

NVDA

10.2%

MSFT

5.9%

“Top position — AI infrastructure.”

Chase Coleman

NVDA

7.1%

MSFT

10.7%

“AI compute toll booth.”

John Armitage

NVDA

6.4%

MSFT

8.9%

“AI compute leader.”

Andreas Halvorsen

NVDA

6.2%

MSFT

4.8%

“AI compute leader.”

Stephen Mandel

NVDA

5.1%

MSFT

7.8%

“AI infrastructure.”

Lee Ainslie

NVDA

3.1%

MSFT

3.8%

“AI infrastructure.”

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Sourced from SEC 13F filings (2026). Not investment advice. Methodology.