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LRCX · 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.

LRCXAVGO
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.
  • LRCX
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterLRCXAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 2021none listed holders, n.a.19 holders, $38.2bn
Q2 2021none listed holders, n.a.19 holders, $38.2bn
Q3 2021none listed holders, n.a.19 holders, $37.7bn
Q4 2021none listed holders, n.a.25 holders, $50.3bn
Q1 2022none listed holders, n.a.27 holders, $44.5bn
Q2 2022none listed holders, n.a.31 holders, $32.3bn
Q3 2022none listed holders, n.a.33 holders, $31.6bn
Q4 2022none listed holders, n.a.29 holders, $50.6bn
Q1 2023none listed holders, n.a.30 holders, $41.6bn
Q2 2023none listed holders, n.a.27 holders, $55.4bn
Q3 2023none listed holders, n.a.32 holders, $54.1bn
Q4 2023none listed holders, n.a.29 holders, $73.2bn
Q1 2024none listed holders, n.a.39 holders, $86.3bn
Q2 2024none listed holders, n.a.47 holders, $98.1bn
Q3 20242 holders, $624m42 holders, $103bn
Q4 202441 holders, $9.6bn48 holders, $138bn
Q1 202540 holders, $9.3bn48 holders, $102bn
Q2 202535 holders, $11.4bn42 holders, $172bn
Q3 202540 holders, $17.6bn53 holders, $209bn
Q4 202537 holders, $29.2bn55 holders, $231bn
Q1 202643 holders, $36.2bn57 holders, $218bn
Q2 202645 holders, $73.9bn52 holders, $262bn
LRCX

Lam Research Corp

Holders
40
Reported value
$9.3bn
Buyers
22
Sellers
18

Breadth +4 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
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 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (33)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

Only LRCX (7)

Artisan Partners LP, Brevan Howard Capital Management LP, D1 Capital Partners LP, Freestone Grove Partners LP, Maverick Capital Ltd, PDT Partners LLC, Winton Group Ltd

Only AVGO (15)

Arrowstreet Capital LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Light Street Capital Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP, Whale Rock Capital Management LLC

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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