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CAMT · 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.

CAMTAVGO
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.
  • CAMT
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCAMTAVGO
Q3 20202 holders, $20m22 holders, $31.2bn
Q4 20203 holders, $66m24 holders, $38.1bn
Q1 20213 holders, $86m19 holders, $38.2bn
Q2 20213 holders, $97m19 holders, $38.2bn
Q3 20213 holders, $100m19 holders, $37.7bn
Q4 20213 holders, $109m25 holders, $50.3bn
Q1 20222 holders, $39m27 holders, $44.5bn
Q2 20222 holders, $31m31 holders, $32.3bn
Q3 20222 holders, $26m33 holders, $31.6bn
Q4 20222 holders, $24m29 holders, $50.6bn
Q1 20232 holders, $26m30 holders, $41.6bn
Q2 20232 holders, $32m27 holders, $55.4bn
Q3 20235 holders, $149m32 holders, $54.1bn
Q4 20237 holders, $131m29 holders, $73.2bn
Q1 20246 holders, $144m39 holders, $86.3bn
Q2 202410 holders, $285m47 holders, $98.1bn
Q3 20247 holders, $177m42 holders, $103bn
Q4 20245 holders, $116m48 holders, $138bn
Q1 20253 holders, $47m48 holders, $102bn
Q2 20252 holders, $30m42 holders, $172bn
Q3 20253 holders, $30m53 holders, $209bn
Q4 20252 holders, $15m55 holders, $231bn
Q1 20261 holders, $2.3m57 holders, $218bn
Q2 20263 holders, $3.2m52 holders, $262bn
CAMT

Camtek LTD

Holders
10
Reported value
$285m
Buyers
6
Sellers
4

Breadth +2 among 94 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
47
Reported value
$98.1bn
Buyers
30
Sellers
18

Breadth +12 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2024

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAMT (3)

ARK Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP

Only AVGO (40)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, 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), 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, and 15 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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