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CLS · 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.

CLSAVGO
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.
  • CLS
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCLSAVGO
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 202413 holders, $1.7bn47 holders, $98.1bn
Q3 202410 holders, $773m42 holders, $103bn
Q4 202414 holders, $2.6bn48 holders, $138bn
Q1 202514 holders, $1.7bn48 holders, $102bn
Q2 202518 holders, $3.3bn42 holders, $172bn
Q3 202526 holders, $5.5bn53 holders, $209bn
Q4 202524 holders, $6.3bn55 holders, $231bn
Q1 202626 holders, $6.5bn57 holders, $218bn
Q2 202621 holders, $7.4bn52 holders, $262bn
CLS

Celestica Inc

Holders
26
Reported value
$5.5bn
Buyers
16
Sellers
11

Breadth +5 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.

Only CLS (4)

Discovery Capital Management LLC, Hudson Bay Capital Management LP, PDT Partners LLC, Viking Global Investors LP

Only AVGO (31)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 6 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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