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SMCI · 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.

SMCIAVGO
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.
  • SMCI
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSMCIAVGO
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 2024none listed holders, n.a.47 holders, $98.1bn
Q3 20241 holders, $21m42 holders, $103bn
Q4 202414 holders, $774m48 holders, $138bn
Q1 20255 holders, $342m48 holders, $102bn
Q2 20257 holders, $851m42 holders, $172bn
Q3 20258 holders, $1.0bn53 holders, $209bn
Q4 20254 holders, $205m55 holders, $231bn
Q1 20263 holders, $182m57 holders, $218bn
Q2 202610 holders, $1.8bn52 holders, $262bn
SMCI

Super Micro Computer Inc

Holders
8
Reported value
$1.0bn
Buyers
6
Sellers
3

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

Only SMCI (1)

Two Sigma Investments LP

Only AVGO (46)

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, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 21 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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