Holders over time
- POWI
- AVGO
| Quarter | POWI | AVGO |
|---|---|---|
| Q3 2020 | 3 holders, $268m | 22 holders, $31.2bn |
| Q4 2020 | 4 holders, $684m | 24 holders, $38.1bn |
| Q1 2021 | 3 holders, $525m | 19 holders, $38.2bn |
| Q2 2021 | 4 holders, $529m | 19 holders, $38.2bn |
| Q3 2021 | 5 holders, $838m | 19 holders, $37.7bn |
| Q4 2021 | 6 holders, $623m | 25 holders, $50.3bn |
| Q1 2022 | 6 holders, $593m | 27 holders, $44.5bn |
| Q2 2022 | 6 holders, $475m | 31 holders, $32.3bn |
| Q3 2022 | 8 holders, $448m | 33 holders, $31.6bn |
| Q4 2022 | 5 holders, $475m | 29 holders, $50.6bn |
| Q1 2023 | 6 holders, $518m | 30 holders, $41.6bn |
| Q2 2023 | 5 holders, $518m | 27 holders, $55.4bn |
| Q3 2023 | 4 holders, $427m | 32 holders, $54.1bn |
| Q4 2023 | 4 holders, $437m | 29 holders, $73.2bn |
| Q1 2024 | 6 holders, $400m | 39 holders, $86.3bn |
| Q2 2024 | 7 holders, $412m | 47 holders, $98.1bn |
| Q3 2024 | 6 holders, $429m | 42 holders, $103bn |
| Q4 2024 | 3 holders, $404m | 48 holders, $138bn |
| Q1 2025 | 2 holders, $199m | 48 holders, $102bn |
| Q2 2025 | 3 holders, $241m | 42 holders, $172bn |
| Q3 2025 | 4 holders, $194m | 53 holders, $209bn |
| Q4 2025 | 3 holders, $160m | 55 holders, $231bn |
| Q1 2026 | 4 holders, $429m | 57 holders, $218bn |
| Q2 2026 | 3 holders, $535m | 52 holders, $262bn |
Power Integrations Inc
- Holders
- 6
- Reported value
- $400m
- Buyers
- 5
- Sellers
- 1
Breadth +4 among 93 comparable managers.
Broadcom Inc
- Holders
- 39
- Reported value
- $86.3bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 93 comparable managers.
Who holds both, Q1 2024
Both (4)
Holocene Advisors LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Wellington Management Group LLP
Only POWI (2)
Only AVGO (35)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Glenview Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, and 10 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.