Holders over time
- ALAB
- AVGO
| Quarter | ALAB | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | none listed holders, n.a. | 30 holders, $41.6bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $55.4bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $54.1bn |
| Q4 2023 | none listed holders, n.a. | 29 holders, $73.2bn |
| Q1 2024 | 15 holders, $1.5bn | 39 holders, $86.3bn |
| Q2 2024 | 8 holders, $1.6bn | 47 holders, $98.1bn |
| Q3 2024 | 11 holders, $1.5bn | 42 holders, $103bn |
| Q4 2024 | 19 holders, $5.4bn | 48 holders, $138bn |
| Q1 2025 | 15 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 23 holders, $3.7bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $7.5bn | 53 holders, $209bn |
| Q4 2025 | 19 holders, $6.1bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $3.9bn | 57 holders, $218bn |
| Q2 2026 | 24 holders, $18.9bn | 52 holders, $262bn |
Astera Labs Inc
- Holders
- 8
- Reported value
- $1.6bn
- Buyers
- 2
- Sellers
- 8
Breadth -6 among 94 comparable managers.
Broadcom Inc
- Holders
- 47
- Reported value
- $98.1bn
- Buyers
- 30
- Sellers
- 18
Breadth +12 among 94 comparable managers.
Who holds both, Q2 2024
Both (5)
Artisan Partners LP, Capital World Investors, Fidelity (FMR LLC), Tiger Global Management LLC, Woodline Partners LP
Only ALAB (3)
Altimeter Capital Management LP, Discovery Capital Management LLC, Maverick Capital Ltd
Only AVGO (42)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, 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, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 17 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.