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ANET · 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.

ANETAVGO
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.
  • ANET
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterANETAVGO
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 2022none listed holders, n.a.33 holders, $31.6bn
Q4 2022none listed holders, n.a.29 holders, $50.6bn
Q1 2023none listed holders, n.a.30 holders, $41.6bn
Q2 2023none listed holders, n.a.27 holders, $55.4bn
Q3 2023none listed holders, n.a.32 holders, $54.1bn
Q4 2023none listed holders, n.a.29 holders, $73.2bn
Q1 2024none listed holders, n.a.39 holders, $86.3bn
Q2 2024none listed holders, n.a.47 holders, $98.1bn
Q3 2024none listed holders, n.a.42 holders, $103bn
Q4 202435 holders, $17.1bn48 holders, $138bn
Q1 202534 holders, $11.2bn48 holders, $102bn
Q2 202537 holders, $13.6bn42 holders, $172bn
Q3 202539 holders, $22.9bn53 holders, $209bn
Q4 202539 holders, $21.0bn55 holders, $231bn
Q1 202629 holders, $19.9bn57 holders, $218bn
Q2 202633 holders, $25.3bn52 holders, $262bn
ANET

Arista Networks Inc

Holders
39
Reported value
$22.9bn
Buyers
16
Sellers
23

Breadth -7 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
53
Reported value
$209bn
Buyers
36
Sellers
18

Breadth +18 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only ANET (4)

Hudson Bay Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP

Only AVGO (18)

Altimeter Capital Management LP, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Whale Rock Capital Management LLC

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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