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AMBA · 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.

AMBAAVGO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • AMBA
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAMBAAVGO
Q3 202012 holders, $258m22 holders, $31.2bn
Q4 202012 holders, $382m24 holders, $38.1bn
Q1 202113 holders, $312m19 holders, $38.2bn
Q2 202110 holders, $312m19 holders, $38.2bn
Q3 202112 holders, $597m19 holders, $37.7bn
Q4 202114 holders, $914m25 holders, $50.3bn
Q1 20228 holders, $365m27 holders, $44.5bn
Q2 20228 holders, $194m31 holders, $32.3bn
Q3 20229 holders, $196m33 holders, $31.6bn
Q4 202210 holders, $335m29 holders, $50.6bn
Q1 20239 holders, $269m30 holders, $41.6bn
Q2 20238 holders, $308m27 holders, $55.4bn
Q3 202311 holders, $277m32 holders, $54.1bn
Q4 20239 holders, $249m29 holders, $73.2bn
Q1 20248 holders, $93m39 holders, $86.3bn
Q2 202411 holders, $149m47 holders, $98.1bn
Q3 20243 holders, $99m42 holders, $103bn
Q4 20246 holders, $258m48 holders, $138bn
Q1 20253 holders, $43m48 holders, $102bn
Q2 20255 holders, $82m42 holders, $172bn
Q3 20252 holders, $61m53 holders, $209bn
Q4 20253 holders, $118m55 holders, $231bn
Q1 20262 holders, $29m57 holders, $218bn
Q2 20263 holders, $230m52 holders, $262bn
AMBA

Ambarella Inc

Holders
9
Reported value
$249m
Buyers
3
Sellers
9

Breadth -6 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
29
Reported value
$73.2bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMBA (6)

Baillie Gifford & Co, ExodusPoint Capital Management LP, Holocene Advisors LP, Point72 Asset Management LP, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only AVGO (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Wellington Management Group LLP, and 1 more

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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