Holders over time
- KLAC
- AVGO
| Quarter | KLAC | AVGO |
|---|---|---|
| Q3 2020 | 15 holders, $4.0bn | 22 holders, $31.2bn |
| Q4 2020 | 14 holders, $5.3bn | 24 holders, $38.1bn |
| Q1 2021 | 18 holders, $7.4bn | 19 holders, $38.2bn |
| Q2 2021 | 26 holders, $7.3bn | 19 holders, $38.2bn |
| Q3 2021 | 25 holders, $7.3bn | 19 holders, $37.7bn |
| Q4 2021 | 25 holders, $9.0bn | 25 holders, $50.3bn |
| Q1 2022 | 24 holders, $6.8bn | 27 holders, $44.5bn |
| Q2 2022 | 17 holders, $6.3bn | 31 holders, $32.3bn |
| Q3 2022 | 15 holders, $5.7bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $6.6bn | 29 holders, $50.6bn |
| Q1 2023 | 22 holders, $6.7bn | 30 holders, $41.6bn |
| Q2 2023 | 22 holders, $8.3bn | 27 holders, $55.4bn |
| Q3 2023 | 25 holders, $8.2bn | 32 holders, $54.1bn |
| Q4 2023 | 23 holders, $10.0bn | 29 holders, $73.2bn |
| Q1 2024 | 16 holders, $11.0bn | 39 holders, $86.3bn |
| Q2 2024 | 21 holders, $12.7bn | 47 holders, $98.1bn |
| Q3 2024 | 28 holders, $11.2bn | 42 holders, $103bn |
| Q4 2024 | 25 holders, $8.0bn | 48 holders, $138bn |
| Q1 2025 | 27 holders, $8.7bn | 48 holders, $102bn |
| Q2 2025 | 22 holders, $12.2bn | 42 holders, $172bn |
| Q3 2025 | 19 holders, $16.5bn | 53 holders, $209bn |
| Q4 2025 | 25 holders, $23.4bn | 55 holders, $231bn |
| Q1 2026 | 22 holders, $32.6bn | 57 holders, $218bn |
| Q2 2026 | 28 holders, $78.0bn | 52 holders, $262bn |
Kla Corp
- Holders
- 27
- Reported value
- $8.7bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 95 comparable managers.
Broadcom Inc
- Holders
- 48
- Reported value
- $102bn
- Buyers
- 35
- Sellers
- 19
Breadth +16 among 95 comparable managers.
Who holds both, Q1 2025
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only KLAC (2)
Only AVGO (23)
Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, 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.