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UCTT · 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.

UCTTAVGO
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.
  • UCTT
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterUCTTAVGO
Q3 20201 holders, $370k22 holders, $31.2bn
Q4 20201 holders, $1.2m24 holders, $38.1bn
Q1 20212 holders, $7.5m19 holders, $38.2bn
Q2 20213 holders, $8.0m19 holders, $38.2bn
Q3 20211 holders, $329k19 holders, $37.7bn
Q4 20211 holders, $637k25 holders, $50.3bn
Q1 20222 holders, $4.7m27 holders, $44.5bn
Q2 20222 holders, $5.8m31 holders, $32.3bn
Q3 20221 holders, $3.4m33 holders, $31.6bn
Q4 20221 holders, $5.3m29 holders, $50.6bn
Q1 20233 holders, $38m30 holders, $41.6bn
Q2 20233 holders, $42m27 holders, $55.4bn
Q3 20233 holders, $37m32 holders, $54.1bn
Q4 20233 holders, $50m29 holders, $73.2bn
Q1 20243 holders, $49m39 holders, $86.3bn
Q2 20242 holders, $18m47 holders, $98.1bn
Q3 20243 holders, $17m42 holders, $103bn
Q4 20241 holders, $14m48 holders, $138bn
Q1 20251 holders, $8.7m48 holders, $102bn
Q2 20251 holders, $8.1m42 holders, $172bn
Q3 20251 holders, $11m53 holders, $209bn
Q4 20252 holders, $13m55 holders, $231bn
Q1 20265 holders, $110m57 holders, $218bn
Q2 202611 holders, $1.1bn52 holders, $262bn
UCTT

Ultra Clean HLDGS Inc

Holders
3
Reported value
$50m
Buyers
2
Sellers
1

Breadth +1 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UCTT (2)

First Eagle Investment Management LLC, PDT Partners LLC

Only AVGO (28)

Acadian Asset Management LLC, AllianceBernstein LP, 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, 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, and 3 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.

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