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AVGO · TSM 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.

AVGOTSM
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.
  • AVGO
  • TSM
0204060202120222023202420252026
Holders and value by quarter
QuarterAVGOTSM
Q3 202022 holders, $31.2bn33 holders, $17.7bn
Q4 202024 holders, $38.1bn32 holders, $22.6bn
Q1 202119 holders, $38.2bn32 holders, $22.3bn
Q2 202119 holders, $38.2bn29 holders, $21.3bn
Q3 202119 holders, $37.7bn32 holders, $20.8bn
Q4 202125 holders, $50.3bn32 holders, $21.3bn
Q1 202227 holders, $44.5bn38 holders, $18.8bn
Q2 202231 holders, $32.3bn39 holders, $15.7bn
Q3 202233 holders, $31.6bn35 holders, $16.4bn
Q4 202229 holders, $50.6bn35 holders, $14.8bn
Q1 202330 holders, $41.6bn39 holders, $19.0bn
Q2 202327 holders, $55.4bn47 holders, $21.8bn
Q3 202332 holders, $54.1bn42 holders, $17.3bn
Q4 202329 holders, $73.2bn46 holders, $21.4bn
Q1 202439 holders, $86.3bn43 holders, $28.2bn
Q2 202447 holders, $98.1bn49 holders, $36.0bn
Q3 202442 holders, $103bn54 holders, $34.9bn
Q4 202448 holders, $138bn54 holders, $42.9bn
Q1 202548 holders, $102bn48 holders, $33.1bn
Q2 202542 holders, $172bn50 holders, $48.3bn
Q3 202553 holders, $209bn54 holders, $61.3bn
Q4 202555 holders, $231bn53 holders, $62.8bn
Q1 202657 holders, $218bn59 holders, $71.9bn
Q2 202652 holders, $262bn57 holders, $98.0bn
AVGO

Broadcom Inc

Holders
42
Reported value
$172bn
Buyers
29
Sellers
15

Breadth +14 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
TSM

Taiwan Semiconductor Manufac

Holders
50
Reported value
$48.3bn
Buyers
35
Sellers
17

Breadth +18 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AVGO (12)

AQR Capital Management LLC, Bridgewater Associates LP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

Only TSM (20)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, Viking Global Investors 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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