Holders over time
- ALAB
- AVGO
| Quarter | ALAB | 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 | none listed holders, n.a. | 27 holders, $44.5bn |
| Q2 2022 | none listed holders, n.a. | 31 holders, $32.3bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $31.6bn |
| Q4 2022 | none listed holders, n.a. | 29 holders, $50.6bn |
| Q1 2023 | none listed holders, n.a. | 30 holders, $41.6bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $55.4bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $54.1bn |
| Q4 2023 | none listed holders, n.a. | 29 holders, $73.2bn |
| Q1 2024 | 15 holders, $1.5bn | 39 holders, $86.3bn |
| Q2 2024 | 8 holders, $1.6bn | 47 holders, $98.1bn |
| Q3 2024 | 11 holders, $1.5bn | 42 holders, $103bn |
| Q4 2024 | 19 holders, $5.4bn | 48 holders, $138bn |
| Q1 2025 | 15 holders, $2.5bn | 48 holders, $102bn |
| Q2 2025 | 23 holders, $3.7bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $7.5bn | 53 holders, $209bn |
| Q4 2025 | 19 holders, $6.1bn | 55 holders, $231bn |
| Q1 2026 | 13 holders, $3.9bn | 57 holders, $218bn |
| Q2 2026 | 24 holders, $18.9bn | 52 holders, $262bn |
Astera Labs Inc
- Holders
- 19
- Reported value
- $6.1bn
- Buyers
- 13
- Sellers
- 27
Breadth -14 among 92 comparable managers.
Broadcom Inc
- Holders
- 55
- Reported value
- $231bn
- Buyers
- 38
- Sellers
- 21
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (13)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Marshall Wace LLP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC
Only ALAB (6)
Baillie Gifford & Co, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only AVGO (42)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 17 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.