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
- 16
- Reported value
- $8.0bn
- Buyers
- 10
- Sellers
- 8
Breadth +2 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only MPWR (0)
None.
Only AVGO (37)
Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Man Group PLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 12 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.