Holders over time
- NXT
- AVGO
| Quarter | NXT | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | 6 holders, $52m | 30 holders, $41.6bn |
| Q2 2023 | 7 holders, $52m | 27 holders, $55.4bn |
| Q3 2023 | 6 holders, $127m | 32 holders, $54.1bn |
| Q4 2023 | 6 holders, $169m | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $1.9bn | 39 holders, $86.3bn |
| Q2 2024 | 13 holders, $1.2bn | 47 holders, $98.1bn |
| Q3 2024 | 7 holders, $351m | 42 holders, $103bn |
| Q4 2024 | 8 holders, $371m | 48 holders, $138bn |
| Q1 2025 | 7 holders, $519m | 48 holders, $102bn |
| Q2 2025 | 12 holders, $596m | 42 holders, $172bn |
| Q3 2025 | 9 holders, $683m | 53 holders, $209bn |
| Q4 2025 | 10 holders, $2.3bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $4.3bn | 57 holders, $218bn |
| Q2 2026 | 17 holders, $4.3bn | 52 holders, $262bn |
Nextracker Inc
- Holders
- 6
- Reported value
- $169m
- Buyers
- 4
- Sellers
- 3
Breadth +1 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
Only NXT (4)
Holocene Advisors LP, PDT Partners LLC, Sachem Head Capital Management LP, Voloridge Investment Management LLC
Only AVGO (27)
Acadian Asset Management LLC, 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, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, 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, and 2 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.