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ALGM · AVGO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ALGM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterALGMAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 20204 holders, $50m24 holders, $38.1bn
Q1 20216 holders, $125m19 holders, $38.2bn
Q2 20213 holders, $106m19 holders, $38.2bn
Q3 20212 holders, $118m19 holders, $37.7bn
Q4 20213 holders, $209m25 holders, $50.3bn
Q1 20225 holders, $154m27 holders, $44.5bn
Q2 20225 holders, $110m31 holders, $32.3bn
Q3 20223 holders, $111m33 holders, $31.6bn
Q4 20222 holders, $138m29 holders, $50.6bn
Q1 202310 holders, $881m30 holders, $41.6bn
Q2 202311 holders, $325m27 holders, $55.4bn
Q3 202312 holders, $151m32 holders, $54.1bn
Q4 20237 holders, $120m29 holders, $73.2bn
Q1 20245 holders, $560m39 holders, $86.3bn
Q2 20248 holders, $688m47 holders, $98.1bn
Q3 20247 holders, $907m42 holders, $103bn
Q4 202410 holders, $806m48 holders, $138bn
Q1 20256 holders, $1.1bn48 holders, $102bn
Q2 20258 holders, $1.7bn42 holders, $172bn
Q3 20254 holders, $1.4bn53 holders, $209bn
Q4 20253 holders, $989m55 holders, $231bn
Q1 20264 holders, $1.3bn57 holders, $218bn
Q2 20267 holders, $3.9bn52 holders, $262bn
ALGM

Allegro Microsystems Inc

Holders
7
Reported value
$120m
Buyers
5
Sellers
3

Breadth +2 among 93 comparable managers.

AVGO

Broadcom Inc

Holders
29
Reported value
$73.2bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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