Holders over time
- LSCC
- AVGO
| Quarter | LSCC | AVGO |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 22 holders, $31.2bn |
| Q4 2020 | 8 holders, $2.0bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.0bn | 19 holders, $38.2bn |
| Q2 2021 | 6 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 8 holders, $2.6bn | 19 holders, $37.7bn |
| Q4 2021 | 8 holders, $2.8bn | 25 holders, $50.3bn |
| Q1 2022 | 12 holders, $2.3bn | 27 holders, $44.5bn |
| Q2 2022 | 13 holders, $2.0bn | 31 holders, $32.3bn |
| Q3 2022 | 16 holders, $1.4bn | 33 holders, $31.6bn |
| Q4 2022 | 15 holders, $2.3bn | 29 holders, $50.6bn |
| Q1 2023 | 19 holders, $3.6bn | 30 holders, $41.6bn |
| Q2 2023 | 19 holders, $4.0bn | 27 holders, $55.4bn |
| Q3 2023 | 15 holders, $3.6bn | 32 holders, $54.1bn |
| Q4 2023 | 13 holders, $2.4bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $2.8bn | 39 holders, $86.3bn |
| Q2 2024 | 8 holders, $931m | 47 holders, $98.1bn |
| Q3 2024 | 14 holders, $1.1bn | 42 holders, $103bn |
| Q4 2024 | 11 holders, $1.4bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $1.3bn | 48 holders, $102bn |
| Q2 2025 | 8 holders, $1.6bn | 42 holders, $172bn |
| Q3 2025 | 11 holders, $3.0bn | 53 holders, $209bn |
| Q4 2025 | 8 holders, $2.9bn | 55 holders, $231bn |
| Q1 2026 | 11 holders, $3.4bn | 57 holders, $218bn |
| Q2 2026 | 17 holders, $5.6bn | 52 holders, $262bn |
Lattice Semiconductor Corp
- Holders
- 8
- Reported value
- $1.6bn
- Buyers
- 7
- Sellers
- 1
Breadth +6 among 95 comparable managers.
Broadcom Inc
- Holders
- 42
- Reported value
- $172bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
Artisan Partners LP, Capital Research Global Investors, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Winton Group Ltd
Only LSCC (1)
Only AVGO (35)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Rokos Capital Management LLP, and 10 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.