Holders over time
- CRUS
- AVGO
| Quarter | CRUS | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $877m | 22 holders, $31.2bn |
| Q4 2020 | 8 holders, $1.1bn | 24 holders, $38.1bn |
| Q1 2021 | 9 holders, $953m | 19 holders, $38.2bn |
| Q2 2021 | 9 holders, $981m | 19 holders, $38.2bn |
| Q3 2021 | 12 holders, $878m | 19 holders, $37.7bn |
| Q4 2021 | 12 holders, $917m | 25 holders, $50.3bn |
| Q1 2022 | 8 holders, $1.1bn | 27 holders, $44.5bn |
| Q2 2022 | 7 holders, $810m | 31 holders, $32.3bn |
| Q3 2022 | 10 holders, $886m | 33 holders, $31.6bn |
| Q4 2022 | 7 holders, $809m | 29 holders, $50.6bn |
| Q1 2023 | 11 holders, $1.3bn | 30 holders, $41.6bn |
| Q2 2023 | 9 holders, $858m | 27 holders, $55.4bn |
| Q3 2023 | 9 holders, $746m | 32 holders, $54.1bn |
| Q4 2023 | 10 holders, $623m | 29 holders, $73.2bn |
| Q1 2024 | 8 holders, $262m | 39 holders, $86.3bn |
| Q2 2024 | 6 holders, $785m | 47 holders, $98.1bn |
| Q3 2024 | 4 holders, $324m | 42 holders, $103bn |
| Q4 2024 | 6 holders, $240m | 48 holders, $138bn |
| Q1 2025 | 4 holders, $276m | 48 holders, $102bn |
| Q2 2025 | 6 holders, $329m | 42 holders, $172bn |
| Q3 2025 | 5 holders, $422m | 53 holders, $209bn |
| Q4 2025 | 4 holders, $389m | 55 holders, $231bn |
| Q1 2026 | 9 holders, $531m | 57 holders, $218bn |
| Q2 2026 | 6 holders, $503m | 52 holders, $262bn |
Cirrus Logic Inc
- Holders
- 10
- Reported value
- $623m
- Buyers
- 7
- Sellers
- 4
Breadth +3 among 93 comparable managers.
Broadcom Inc
- Holders
- 29
- Reported value
- $73.2bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (4)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Fidelity (FMR LLC)
Only CRUS (6)
Balyasny Asset Management LLC, Bridgewater Associates LP, Holocene Advisors LP, Point72 Asset Management LP, Tudor Investment Corp, Woodline Partners LP
Only AVGO (25)
AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, 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, Winton Group Ltd
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.