Holders over time
- CRDO
- AVGO
| Quarter | CRDO | AVGO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 22 holders, $31.2bn |
| Q4 2020 | none listed holders, n.a. | 24 holders, $38.1bn |
| Q1 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $38.2bn |
| Q3 2021 | none listed holders, n.a. | 19 holders, $37.7bn |
| Q4 2021 | none listed holders, n.a. | 25 holders, $50.3bn |
| Q1 2022 | 2 holders, $127m | 27 holders, $44.5bn |
| Q2 2022 | 2 holders, $117m | 31 holders, $32.3bn |
| Q3 2022 | 2 holders, $140m | 33 holders, $31.6bn |
| Q4 2022 | 5 holders, $184m | 29 holders, $50.6bn |
| Q1 2023 | 5 holders, $194m | 30 holders, $41.6bn |
| Q2 2023 | 6 holders, $344m | 27 holders, $55.4bn |
| Q3 2023 | 5 holders, $209m | 32 holders, $54.1bn |
| Q4 2023 | 9 holders, $287m | 29 holders, $73.2bn |
| Q1 2024 | 8 holders, $297m | 39 holders, $86.3bn |
| Q2 2024 | 11 holders, $508m | 47 holders, $98.1bn |
| Q3 2024 | 10 holders, $519m | 42 holders, $103bn |
| Q4 2024 | 15 holders, $1.3bn | 48 holders, $138bn |
| Q1 2025 | 17 holders, $1.1bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $2.2bn | 42 holders, $172bn |
| Q3 2025 | 22 holders, $3.8bn | 53 holders, $209bn |
| Q4 2025 | 19 holders, $3.2bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $1.8bn | 57 holders, $218bn |
| Q2 2026 | 23 holders, $5.2bn | 52 holders, $262bn |
Credo Technology Group Holdi
- Holders
- 22
- Reported value
- $3.8bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Broadcom Inc
- Holders
- 53
- Reported value
- $209bn
- Buyers
- 36
- Sellers
- 18
Breadth +18 among 95 comparable managers.
Who holds both, Q3 2025
Both (19)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP
Only CRDO (3)
PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only AVGO (34)
Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 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.