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COHR · 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.

COHRAVGO
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.
  • COHR
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCOHRAVGO
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 20227 holders, $958m33 holders, $31.6bn
Q4 20229 holders, $898m29 holders, $50.6bn
Q1 20238 holders, $885m30 holders, $41.6bn
Q2 20235 holders, $1.0bn27 holders, $55.4bn
Q3 20237 holders, $677m32 holders, $54.1bn
Q4 20237 holders, $1.2bn29 holders, $73.2bn
Q1 202411 holders, $1.7bn39 holders, $86.3bn
Q2 202414 holders, $2.6bn47 holders, $98.1bn
Q3 202418 holders, $4.0bn42 holders, $103bn
Q4 202422 holders, $4.3bn48 holders, $138bn
Q1 202519 holders, $2.9bn48 holders, $102bn
Q2 202517 holders, $3.5bn42 holders, $172bn
Q3 202524 holders, $4.6bn53 holders, $209bn
Q4 202532 holders, $9.9bn55 holders, $231bn
Q1 202630 holders, $10.3bn57 holders, $218bn
Q2 202625 holders, $12.0bn52 holders, $262bn
COHR

Coherent Corp

Holders
17
Reported value
$3.5bn
Buyers
11
Sellers
8

Breadth +3 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
42
Reported value
$172bn
Buyers
29
Sellers
15

Breadth +14 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only COHR (2)

First Eagle Investment Management LLC, Sachem Head Capital Management LP

Only AVGO (27)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, and 2 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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