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
- 19
- Reported value
- $5.4bn
- Buyers
- 12
- Sellers
- 8
Breadth +4 among 94 comparable managers.
Broadcom Inc
- Holders
- 48
- Reported value
- $138bn
- Buyers
- 26
- Sellers
- 23
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
Acadian Asset Management LLC, AllianceBernstein LP, Capital World Investors, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Two Sigma Advisers LP
Only ALAB (7)
Altimeter Capital Management LP, Artisan Partners LP, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only AVGO (36)
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, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 11 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.