Holders over time
- MCHP
- AVGO
| Quarter | MCHP | AVGO |
|---|---|---|
| Q3 2020 | 18 holders, $6.1bn | 22 holders, $31.2bn |
| Q4 2020 | 21 holders, $7.6bn | 24 holders, $38.1bn |
| Q1 2021 | 18 holders, $8.9bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $7.7bn | 19 holders, $38.2bn |
| Q3 2021 | 17 holders, $8.1bn | 19 holders, $37.7bn |
| Q4 2021 | 17 holders, $9.0bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $7.7bn | 27 holders, $44.5bn |
| Q2 2022 | 21 holders, $6.5bn | 31 holders, $32.3bn |
| Q3 2022 | 15 holders, $4.9bn | 33 holders, $31.6bn |
| Q4 2022 | 21 holders, $5.1bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $5.7bn | 30 holders, $41.6bn |
| Q2 2023 | 12 holders, $5.2bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $4.2bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $4.7bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $3.8bn | 39 holders, $86.3bn |
| Q2 2024 | 16 holders, $3.5bn | 47 holders, $98.1bn |
| Q3 2024 | 16 holders, $2.1bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.8bn | 48 holders, $138bn |
| Q1 2025 | 11 holders, $1.6bn | 48 holders, $102bn |
| Q2 2025 | 16 holders, $4.0bn | 42 holders, $172bn |
| Q3 2025 | 18 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 17 holders, $3.2bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $2.9bn | 57 holders, $218bn |
| Q2 2026 | 25 holders, $5.6bn | 52 holders, $262bn |
Microchip Technology Inc.
- Holders
- 15
- Reported value
- $4.7bn
- Buyers
- 7
- Sellers
- 9
Breadth -2 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 (11)
AQR Capital Management LLC, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MCHP (4)
ExodusPoint Capital Management LP, Holocene Advisors LP, Maverick Capital Ltd, PDT Partners LLC
Only AVGO (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Light Street Capital Management LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, 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.