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AMKR · 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.
  • AMKR
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAMKRAVGO
Q3 20204 holders, $31m22 holders, $31.2bn
Q4 20203 holders, $46m24 holders, $38.1bn
Q1 20212 holders, $42m19 holders, $38.2bn
Q2 20212 holders, $144k19 holders, $38.2bn
Q3 20214 holders, $53m19 holders, $37.7bn
Q4 20214 holders, $37m25 holders, $50.3bn
Q1 20224 holders, $53m27 holders, $44.5bn
Q2 20224 holders, $53m31 holders, $32.3bn
Q3 20223 holders, $38m33 holders, $31.6bn
Q4 20224 holders, $61m29 holders, $50.6bn
Q1 20236 holders, $100m30 holders, $41.6bn
Q2 20238 holders, $210m27 holders, $55.4bn
Q3 202311 holders, $195m32 holders, $54.1bn
Q4 20238 holders, $293m29 holders, $73.2bn
Q1 202410 holders, $268m39 holders, $86.3bn
Q2 20249 holders, $345m47 holders, $98.1bn
Q3 20245 holders, $217m42 holders, $103bn
Q4 20245 holders, $179m48 holders, $138bn
Q1 20257 holders, $80m48 holders, $102bn
Q2 20254 holders, $100m42 holders, $172bn
Q3 20255 holders, $174m53 holders, $209bn
Q4 20256 holders, $393m55 holders, $231bn
Q1 202612 holders, $570m57 holders, $218bn
Q2 202610 holders, $747m52 holders, $262bn
AMKR

Amkor Technology Inc

Holders
8
Reported value
$293m
Buyers
5
Sellers
6

Breadth -1 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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