L3VLUP
ProSign in

NBIS · 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.

NBISAVGO
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.
  • NBIS
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterNBISAVGO
Q3 202011 holders, $5.3bn22 holders, $31.2bn
Q4 202011 holders, $5.9bn24 holders, $38.1bn
Q1 202114 holders, $5.3bn19 holders, $38.2bn
Q2 202112 holders, $5.8bn19 holders, $38.2bn
Q3 202112 holders, $6.6bn19 holders, $37.7bn
Q4 202111 holders, $4.6bn25 holders, $50.3bn
Q1 20224 holders, $440m27 holders, $44.5bn
Q2 20224 holders, $434m31 holders, $32.3bn
Q3 20224 holders, $433m33 holders, $31.6bn
Q4 20224 holders, $404m29 holders, $50.6bn
Q1 20232 holders, $030 holders, $41.6bn
Q2 20232 holders, $35m27 holders, $55.4bn
Q3 20232 holders, $27m32 holders, $54.1bn
Q4 20231 holders, $029 holders, $73.2bn
Q1 20241 holders, $039 holders, $86.3bn
Q2 20241 holders, $047 holders, $98.1bn
Q3 20241 holders, $042 holders, $103bn
Q4 20246 holders, $186m48 holders, $138bn
Q1 20258 holders, $131m48 holders, $102bn
Q2 20256 holders, $350m42 holders, $172bn
Q3 202514 holders, $1.3bn53 holders, $209bn
Q4 202510 holders, $846m55 holders, $231bn
Q1 202611 holders, $1.3bn57 holders, $218bn
Q2 202614 holders, $5.1bn52 holders, $262bn
NBIS

Nebius Group N.v.

Holders
14
Reported value
$1.3bn
Buyers
11
Sellers
4

Breadth +7 among 95 comparable managers.

Software and IT servicesAI infrastructure and semiconductors · L3VLUPInternet, programming and data services
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 NBIS (2)

PDT Partners LLC, Two Sigma Investments LP

Only AVGO (41)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, and 16 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.

Back to the 13F Explorer →