Holders over time
- CRWV
- AVGO
| Quarter | CRWV | 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 | none listed holders, n.a. | 39 holders, $86.3bn |
| Q2 2024 | none listed holders, n.a. | 47 holders, $98.1bn |
| Q3 2024 | none listed holders, n.a. | 42 holders, $103bn |
| Q4 2024 | none listed holders, n.a. | 48 holders, $138bn |
| Q1 2025 | 13 holders, $2.3bn | 48 holders, $102bn |
| Q2 2025 | 10 holders, $8.1bn | 42 holders, $172bn |
| Q3 2025 | 22 holders, $7.3bn | 53 holders, $209bn |
| Q4 2025 | 7 holders, $1.4bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $1.5bn | 57 holders, $218bn |
| Q2 2026 | 20 holders, $4.5bn | 52 holders, $262bn |
- Holders
- 13
- Reported value
- $2.3bn
- Buyers
- 13
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Broadcom Inc
- Holders
- 48
- Reported value
- $102bn
- Buyers
- 35
- Sellers
- 19
Breadth +16 among 95 comparable managers.
Who holds both, Q1 2025
Both (7)
Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Neuberger Berman Group LLC
Only CRWV (6)
Altimeter Capital Management LP, ARK Investment Management LLC, Freestone Grove Partners LP, Maverick Capital Ltd, Soros Fund Management LLC, Steadfast Capital Management LP
Only AVGO (41)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 16 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.