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EQIX · 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.

EQIXAVGO
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.
  • EQIX
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterEQIXAVGO
Q3 202019 holders, $8.2bn22 holders, $31.2bn
Q4 202021 holders, $8.2bn24 holders, $38.1bn
Q1 202119 holders, $7.5bn19 holders, $38.2bn
Q2 202117 holders, $7.9bn19 holders, $38.2bn
Q3 202115 holders, $7.0bn19 holders, $37.7bn
Q4 202118 holders, $6.0bn25 holders, $50.3bn
Q1 202218 holders, $6.0bn27 holders, $44.5bn
Q2 202223 holders, $5.7bn31 holders, $32.3bn
Q3 202220 holders, $4.8bn33 holders, $31.6bn
Q4 202215 holders, $5.1bn29 holders, $50.6bn
Q1 202317 holders, $5.3bn30 holders, $41.6bn
Q2 202320 holders, $6.5bn27 holders, $55.4bn
Q3 202316 holders, $6.2bn32 holders, $54.1bn
Q4 202319 holders, $6.6bn29 holders, $73.2bn
Q1 202427 holders, $7.6bn39 holders, $86.3bn
Q2 202421 holders, $8.1bn47 holders, $98.1bn
Q3 202426 holders, $9.6bn42 holders, $103bn
Q4 202428 holders, $10.3bn48 holders, $138bn
Q1 202531 holders, $8.7bn48 holders, $102bn
Q2 202530 holders, $7.3bn42 holders, $172bn
Q3 202528 holders, $7.0bn53 holders, $209bn
Q4 202526 holders, $8.2bn55 holders, $231bn
Q1 202631 holders, $11.5bn57 holders, $218bn
Q2 202631 holders, $12.6bn52 holders, $262bn
EQIX

Equinix Inc

Holders
31
Reported value
$8.7bn
Buyers
21
Sellers
10

Breadth +11 among 95 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQIX (4)

Artisan Partners LP, Elliott Investment Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP

Only AVGO (21)

Appaloosa LP, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Woodline Partners LP

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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