Holders over time
- MPWR
- AVGO
| Quarter | MPWR | AVGO |
|---|---|---|
| Q3 2020 | 21 holders, $2.0bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $2.4bn | 24 holders, $38.1bn |
| Q1 2021 | 13 holders, $2.1bn | 19 holders, $38.2bn |
| Q2 2021 | 16 holders, $2.1bn | 19 holders, $38.2bn |
| Q3 2021 | 14 holders, $3.2bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $3.5bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $3.7bn | 27 holders, $44.5bn |
| Q2 2022 | 20 holders, $2.8bn | 31 holders, $32.3bn |
| Q3 2022 | 24 holders, $3.4bn | 33 holders, $31.6bn |
| Q4 2022 | 22 holders, $4.1bn | 29 holders, $50.6bn |
| Q1 2023 | 24 holders, $5.8bn | 30 holders, $41.6bn |
| Q2 2023 | 16 holders, $5.9bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $5.0bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $6.4bn | 29 holders, $73.2bn |
| Q1 2024 | 19 holders, $6.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $8.0bn | 47 holders, $98.1bn |
| Q3 2024 | 23 holders, $8.9bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $5.1bn | 48 holders, $138bn |
| Q1 2025 | 18 holders, $5.6bn | 48 holders, $102bn |
| Q2 2025 | 13 holders, $6.4bn | 42 holders, $172bn |
| Q3 2025 | 16 holders, $8.0bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $8.8bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $10.3bn | 57 holders, $218bn |
| Q2 2026 | 21 holders, $14.1bn | 52 holders, $262bn |
Monolithic PWR Sys Inc
- Holders
- 17
- Reported value
- $5.1bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Winton Group Ltd
Only MPWR (2)
Only AVGO (33)
Acadian Asset Management LLC, Arrowstreet Capital LP, 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., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management 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, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 8 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.