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TSM · 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.

TSMAVGO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • TSM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterTSMAVGO
Q3 202033 holders, $17.7bn22 holders, $31.2bn
Q4 202032 holders, $22.6bn24 holders, $38.1bn
Q1 202132 holders, $22.3bn19 holders, $38.2bn
Q2 202129 holders, $21.3bn19 holders, $38.2bn
Q3 202132 holders, $20.8bn19 holders, $37.7bn
Q4 202132 holders, $21.3bn25 holders, $50.3bn
Q1 202238 holders, $18.8bn27 holders, $44.5bn
Q2 202239 holders, $15.7bn31 holders, $32.3bn
Q3 202235 holders, $16.4bn33 holders, $31.6bn
Q4 202235 holders, $14.8bn29 holders, $50.6bn
Q1 202339 holders, $19.0bn30 holders, $41.6bn
Q2 202347 holders, $21.8bn27 holders, $55.4bn
Q3 202342 holders, $17.3bn32 holders, $54.1bn
Q4 202346 holders, $21.4bn29 holders, $73.2bn
Q1 202443 holders, $28.2bn39 holders, $86.3bn
Q2 202449 holders, $36.0bn47 holders, $98.1bn
Q3 202454 holders, $34.9bn42 holders, $103bn
Q4 202454 holders, $42.9bn48 holders, $138bn
Q1 202548 holders, $33.1bn48 holders, $102bn
Q2 202550 holders, $48.3bn42 holders, $172bn
Q3 202554 holders, $61.3bn53 holders, $209bn
Q4 202553 holders, $62.8bn55 holders, $231bn
Q1 202659 holders, $71.9bn57 holders, $218bn
Q2 202657 holders, $98.0bn52 holders, $262bn
TSM

Taiwan Semiconductor Manufac

Holders
46
Reported value
$21.4bn
Buyers
25
Sellers
21

Breadth +4 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
29
Reported value
$73.2bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TSM (22)

Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Coatue Management LLC, First Eagle Investment Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Walleye Capital LLC

Only AVGO (5)

Brevan Howard Capital Management LP, Caxton Associates LLP, Renaissance Technologies 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.

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