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AVGO · TSM 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.

AVGOTSM
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.
  • AVGO
  • TSM
0204060202120222023202420252026
Holders and value by quarter
QuarterAVGOTSM
Q3 202022 holders, $31.2bn33 holders, $17.7bn
Q4 202024 holders, $38.1bn32 holders, $22.6bn
Q1 202119 holders, $38.2bn32 holders, $22.3bn
Q2 202119 holders, $38.2bn29 holders, $21.3bn
Q3 202119 holders, $37.7bn32 holders, $20.8bn
Q4 202125 holders, $50.3bn32 holders, $21.3bn
Q1 202227 holders, $44.5bn38 holders, $18.8bn
Q2 202231 holders, $32.3bn39 holders, $15.7bn
Q3 202233 holders, $31.6bn35 holders, $16.4bn
Q4 202229 holders, $50.6bn35 holders, $14.8bn
Q1 202330 holders, $41.6bn39 holders, $19.0bn
Q2 202327 holders, $55.4bn47 holders, $21.8bn
Q3 202332 holders, $54.1bn42 holders, $17.3bn
Q4 202329 holders, $73.2bn46 holders, $21.4bn
Q1 202439 holders, $86.3bn43 holders, $28.2bn
Q2 202447 holders, $98.1bn49 holders, $36.0bn
Q3 202442 holders, $103bn54 holders, $34.9bn
Q4 202448 holders, $138bn54 holders, $42.9bn
Q1 202548 holders, $102bn48 holders, $33.1bn
Q2 202542 holders, $172bn50 holders, $48.3bn
Q3 202553 holders, $209bn54 holders, $61.3bn
Q4 202555 holders, $231bn53 holders, $62.8bn
Q1 202657 holders, $218bn59 holders, $71.9bn
Q2 202652 holders, $262bn57 holders, $98.0bn
AVGO

Broadcom Inc

Holders
39
Reported value
$86.3bn
Buyers
23
Sellers
16

Breadth +7 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
TSM

Taiwan Semiconductor Manufac

Holders
43
Reported value
$28.2bn
Buyers
25
Sellers
18

Breadth +7 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2024

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AVGO (11)

Altimeter Capital Management LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Verition Fund Management LLC, Woodline Partners LP

Only TSM (15)

Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, First Eagle Investment Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Moore Capital Management LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Tybourne Capital Management HK Ltd, Whale Rock Capital Management LLC

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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