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ENPH · 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.

ENPHAVGO
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.
  • ENPH
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterENPHAVGO
Q3 202013 holders, $1.3bn22 holders, $31.2bn
Q4 202012 holders, $2.1bn24 holders, $38.1bn
Q1 202115 holders, $1.5bn19 holders, $38.2bn
Q2 20217 holders, $890m19 holders, $38.2bn
Q3 202114 holders, $935m19 holders, $37.7bn
Q4 202117 holders, $1.3bn25 holders, $50.3bn
Q1 202218 holders, $1.1bn27 holders, $44.5bn
Q2 202218 holders, $1.6bn31 holders, $32.3bn
Q3 202227 holders, $3.9bn33 holders, $31.6bn
Q4 202224 holders, $4.3bn29 holders, $50.6bn
Q1 202322 holders, $2.7bn30 holders, $41.6bn
Q2 202315 holders, $1.7bn27 holders, $55.4bn
Q3 20238 holders, $613m32 holders, $54.1bn
Q4 202316 holders, $1.7bn29 holders, $73.2bn
Q1 202411 holders, $1.6bn39 holders, $86.3bn
Q2 202410 holders, $1.5bn47 holders, $98.1bn
Q3 20249 holders, $1.8bn42 holders, $103bn
Q4 202410 holders, $1.3bn48 holders, $138bn
Q1 202516 holders, $1.7bn48 holders, $102bn
Q2 202513 holders, $1.1bn42 holders, $172bn
Q3 202517 holders, $773m53 holders, $209bn
Q4 202512 holders, $659m55 holders, $231bn
Q1 20266 holders, $612m57 holders, $218bn
Q2 20265 holders, $327m52 holders, $262bn
ENPH

Enphase Energy Inc

Holders
16
Reported value
$1.7bn
Buyers
13
Sellers
3

Breadth +10 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
AVGO

Broadcom Inc

Holders
48
Reported value
$102bn
Buyers
35
Sellers
19

Breadth +16 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2025

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ENPH (3)

Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP

Only AVGO (35)

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, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, MFS Investment Management, Neuberger Berman Group LLC, and 10 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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