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FSLR · 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.

FSLRAVGO
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.
  • FSLR
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterFSLRAVGO
Q3 202015 holders, $977m22 holders, $31.2bn
Q4 202011 holders, $1.8bn24 holders, $38.1bn
Q1 20217 holders, $1.6bn19 holders, $38.2bn
Q2 202110 holders, $1.3bn19 holders, $38.2bn
Q3 20217 holders, $1.4bn19 holders, $37.7bn
Q4 20217 holders, $1.1bn25 holders, $50.3bn
Q1 20226 holders, $677m27 holders, $44.5bn
Q2 20227 holders, $528m31 holders, $32.3bn
Q3 202216 holders, $1.4bn33 holders, $31.6bn
Q4 202215 holders, $2.3bn29 holders, $50.6bn
Q1 202318 holders, $3.7bn30 holders, $41.6bn
Q2 202315 holders, $2.9bn27 holders, $55.4bn
Q3 202315 holders, $2.2bn32 holders, $54.1bn
Q4 202318 holders, $2.2bn29 holders, $73.2bn
Q1 202415 holders, $2.6bn39 holders, $86.3bn
Q2 202419 holders, $2.8bn47 holders, $98.1bn
Q3 202412 holders, $2.9bn42 holders, $103bn
Q4 202415 holders, $1.4bn48 holders, $138bn
Q1 202513 holders, $1.3bn48 holders, $102bn
Q2 202515 holders, $2.8bn42 holders, $172bn
Q3 202515 holders, $3.0bn53 holders, $209bn
Q4 202511 holders, $3.1bn55 holders, $231bn
Q1 202611 holders, $1.1bn57 holders, $218bn
Q2 202611 holders, $2.0bn52 holders, $262bn
FSLR

First Solar Inc

Holders
15
Reported value
$2.8bn
Buyers
12
Sellers
4

Breadth +8 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FSLR (5)

Citadel Advisors LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Soros Fund Management LLC, Viking Global Investors LP

Only AVGO (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, and 7 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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