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ANET · 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.

ANETAVGO
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.
  • ANET
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterANETAVGO
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 2024none listed holders, n.a.42 holders, $103bn
Q4 202435 holders, $17.1bn48 holders, $138bn
Q1 202534 holders, $11.2bn48 holders, $102bn
Q2 202537 holders, $13.6bn42 holders, $172bn
Q3 202539 holders, $22.9bn53 holders, $209bn
Q4 202539 holders, $21.0bn55 holders, $231bn
Q1 202629 holders, $19.9bn57 holders, $218bn
Q2 202633 holders, $25.3bn52 holders, $262bn
ANET

Arista Networks Inc

Holders
39
Reported value
$21.0bn
Buyers
27
Sellers
20

Breadth +7 among 92 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
55
Reported value
$231bn
Buyers
38
Sellers
21

Breadth +17 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 62 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Element Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP

Only ANET (7)

Holocene Advisors LP, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC

Only AVGO (23)

Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, Millennium Management LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

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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