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LITE · 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.

LITEAVGO
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.
  • LITE
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterLITEAVGO
Q3 202012 holders, $1.4bn22 holders, $31.2bn
Q4 202013 holders, $1.5bn24 holders, $38.1bn
Q1 20218 holders, $1.3bn19 holders, $38.2bn
Q2 202110 holders, $1.3bn19 holders, $38.2bn
Q3 20219 holders, $1.4bn19 holders, $37.7bn
Q4 20219 holders, $1.8bn25 holders, $50.3bn
Q1 20228 holders, $1.5bn27 holders, $44.5bn
Q2 20227 holders, $1.3bn31 holders, $32.3bn
Q3 20229 holders, $1.0bn33 holders, $31.6bn
Q4 202210 holders, $603m29 holders, $50.6bn
Q1 202311 holders, $611m30 holders, $41.6bn
Q2 202313 holders, $1.0bn27 holders, $55.4bn
Q3 20239 holders, $716m32 holders, $54.1bn
Q4 20239 holders, $931m29 holders, $73.2bn
Q1 20249 holders, $1.0bn39 holders, $86.3bn
Q2 202413 holders, $1.2bn47 holders, $98.1bn
Q3 202413 holders, $1.7bn42 holders, $103bn
Q4 202421 holders, $2.2bn48 holders, $138bn
Q1 202514 holders, $1.4bn48 holders, $102bn
Q2 202516 holders, $2.1bn42 holders, $172bn
Q3 202521 holders, $3.7bn53 holders, $209bn
Q4 202527 holders, $8.4bn55 holders, $231bn
Q1 202634 holders, $11.5bn57 holders, $218bn
Q2 202633 holders, $13.3bn52 holders, $262bn
LITE

Lumentum HLDGS Inc

Holders
21
Reported value
$3.7bn
Buyers
12
Sellers
9

Breadth +3 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 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LITE (2)

Davidson Kempner Capital Management LP, Two Sigma Investments LP

Only AVGO (34)

Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, 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.

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