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SITM · 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.
  • SITM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSITMAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 20211 holders, $727k19 holders, $38.2bn
Q2 20211 holders, $3.1m19 holders, $38.2bn
Q3 20212 holders, $13m19 holders, $37.7bn
Q4 20215 holders, $529m25 holders, $50.3bn
Q1 20222 holders, $563m27 holders, $44.5bn
Q2 20225 holders, $402m31 holders, $32.3bn
Q3 20225 holders, $61m33 holders, $31.6bn
Q4 20224 holders, $85m29 holders, $50.6bn
Q1 20236 holders, $477m30 holders, $41.6bn
Q2 20237 holders, $78m27 holders, $55.4bn
Q3 20235 holders, $67m32 holders, $54.1bn
Q4 20234 holders, $69m29 holders, $73.2bn
Q1 20243 holders, $26m39 holders, $86.3bn
Q2 20242 holders, $7.3m47 holders, $98.1bn
Q3 20243 holders, $626m42 holders, $103bn
Q4 20244 holders, $776m48 holders, $138bn
Q1 20255 holders, $611m48 holders, $102bn
Q2 20256 holders, $951m42 holders, $172bn
Q3 20256 holders, $1.6bn53 holders, $209bn
Q4 20256 holders, $1.9bn55 holders, $231bn
Q1 202610 holders, $2.0bn57 holders, $218bn
Q2 202620 holders, $5.0bn52 holders, $262bn
SITM

Sitime Corp

Holders
4
Reported value
$69m
Buyers
2
Sellers
1

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 32 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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