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ASML · 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.

ASMLAVGO
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.
  • ASML
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterASMLAVGO
Q3 202016 holders, $10.8bn22 holders, $31.2bn
Q4 202024 holders, $15.0bn24 holders, $38.1bn
Q1 202124 holders, $18.1bn19 holders, $38.2bn
Q2 202128 holders, $20.9bn19 holders, $38.2bn
Q3 202125 holders, $21.9bn19 holders, $37.7bn
Q4 202123 holders, $23.2bn25 holders, $50.3bn
Q1 202229 holders, $19.3bn27 holders, $44.5bn
Q2 202227 holders, $13.2bn31 holders, $32.3bn
Q3 202231 holders, $10.5bn33 holders, $31.6bn
Q4 202230 holders, $14.2bn29 holders, $50.6bn
Q1 202327 holders, $16.8bn30 holders, $41.6bn
Q2 202328 holders, $17.2bn27 holders, $55.4bn
Q3 202325 holders, $13.0bn32 holders, $54.1bn
Q4 202327 holders, $16.4bn29 holders, $73.2bn
Q1 202431 holders, $23.4bn39 holders, $86.3bn
Q2 202436 holders, $26.3bn47 holders, $98.1bn
Q3 202432 holders, $17.3bn42 holders, $103bn
Q4 202426 holders, $11.7bn48 holders, $138bn
Q1 202527 holders, $10.5bn48 holders, $102bn
Q2 202524 holders, $10.6bn42 holders, $172bn
Q3 202526 holders, $12.4bn53 holders, $209bn
Q4 202528 holders, $18.1bn55 holders, $231bn
Q1 202639 holders, $26.8bn57 holders, $218bn
Q2 202636 holders, $43.1bn52 holders, $262bn
ASML

Asml HLDG NV

Holders
28
Reported value
$18.1bn
Buyers
21
Sellers
22

Breadth -1 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · 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 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ASML (3)

Appaloosa LP, Maverick Capital Ltd, Two Sigma Investments LP

Only AVGO (30)

Altimeter Capital Management LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Discovery Capital Management LLC, Dodge & Cox, Element Capital Management LLC, Farallon Capital Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, and 5 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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