Holders over time
- KLAC
- AVGO
| Quarter | KLAC | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $4.0bn | 22 holders, $31.2bn |
| Q4 2020 | 14 holders, $5.3bn | 24 holders, $38.1bn |
| Q1 2021 | 18 holders, $7.4bn | 19 holders, $38.2bn |
| Q2 2021 | 26 holders, $7.3bn | 19 holders, $38.2bn |
| Q3 2021 | 25 holders, $7.3bn | 19 holders, $37.7bn |
| Q4 2021 | 25 holders, $9.0bn | 25 holders, $50.3bn |
| Q1 2022 | 24 holders, $6.8bn | 27 holders, $44.5bn |
| Q2 2022 | 17 holders, $6.3bn | 31 holders, $32.3bn |
| Q3 2022 | 15 holders, $5.7bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $6.6bn | 29 holders, $50.6bn |
| Q1 2023 | 22 holders, $6.7bn | 30 holders, $41.6bn |
| Q2 2023 | 22 holders, $8.3bn | 27 holders, $55.4bn |
| Q3 2023 | 25 holders, $8.2bn | 32 holders, $54.1bn |
| Q4 2023 | 23 holders, $10.0bn | 29 holders, $73.2bn |
| Q1 2024 | 16 holders, $11.0bn | 39 holders, $86.3bn |
| Q2 2024 | 21 holders, $12.7bn | 47 holders, $98.1bn |
| Q3 2024 | 28 holders, $11.2bn | 42 holders, $103bn |
| Q4 2024 | 25 holders, $8.0bn | 48 holders, $138bn |
| Q1 2025 | 27 holders, $8.7bn | 48 holders, $102bn |
| Q2 2025 | 22 holders, $12.2bn | 42 holders, $172bn |
| Q3 2025 | 19 holders, $16.5bn | 53 holders, $209bn |
| Q4 2025 | 25 holders, $23.4bn | 55 holders, $231bn |
| Q1 2026 | 22 holders, $32.6bn | 57 holders, $218bn |
| Q2 2026 | 28 holders, $78.0bn | 52 holders, $262bn |
Kla Corp
- Holders
- 21
- Reported value
- $12.7bn
- Buyers
- 14
- Sellers
- 7
Breadth +7 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP
Only KLAC (2)
Only AVGO (28)
Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment 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.