Holders over time
- MPWR
- AVGO
| Quarter | MPWR | AVGO |
|---|---|---|
| Q3 2020 | 21 holders, $2.0bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $2.4bn | 24 holders, $38.1bn |
| Q1 2021 | 13 holders, $2.1bn | 19 holders, $38.2bn |
| Q2 2021 | 16 holders, $2.1bn | 19 holders, $38.2bn |
| Q3 2021 | 14 holders, $3.2bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $3.5bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $3.7bn | 27 holders, $44.5bn |
| Q2 2022 | 20 holders, $2.8bn | 31 holders, $32.3bn |
| Q3 2022 | 24 holders, $3.4bn | 33 holders, $31.6bn |
| Q4 2022 | 22 holders, $4.1bn | 29 holders, $50.6bn |
| Q1 2023 | 24 holders, $5.8bn | 30 holders, $41.6bn |
| Q2 2023 | 16 holders, $5.9bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $5.0bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $6.4bn | 29 holders, $73.2bn |
| Q1 2024 | 19 holders, $6.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $8.0bn | 47 holders, $98.1bn |
| Q3 2024 | 23 holders, $8.9bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $5.1bn | 48 holders, $138bn |
| Q1 2025 | 18 holders, $5.6bn | 48 holders, $102bn |
| Q2 2025 | 13 holders, $6.4bn | 42 holders, $172bn |
| Q3 2025 | 16 holders, $8.0bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $8.8bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $10.3bn | 57 holders, $218bn |
| Q2 2026 | 21 holders, $14.1bn | 52 holders, $262bn |
Monolithic PWR Sys Inc
- Holders
- 13
- Reported value
- $6.4bn
- Buyers
- 6
- Sellers
- 11
Breadth -5 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 (13)
AllianceBernstein LP, Artisan Partners LP, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPWR (0)
None.
Only AVGO (29)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 4 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.