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CRDO · 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.

CRDOAVGO
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.
  • CRDO
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCRDOAVGO
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 20222 holders, $127m27 holders, $44.5bn
Q2 20222 holders, $117m31 holders, $32.3bn
Q3 20222 holders, $140m33 holders, $31.6bn
Q4 20225 holders, $184m29 holders, $50.6bn
Q1 20235 holders, $194m30 holders, $41.6bn
Q2 20236 holders, $344m27 holders, $55.4bn
Q3 20235 holders, $209m32 holders, $54.1bn
Q4 20239 holders, $287m29 holders, $73.2bn
Q1 20248 holders, $297m39 holders, $86.3bn
Q2 202411 holders, $508m47 holders, $98.1bn
Q3 202410 holders, $519m42 holders, $103bn
Q4 202415 holders, $1.3bn48 holders, $138bn
Q1 202517 holders, $1.1bn48 holders, $102bn
Q2 202521 holders, $2.2bn42 holders, $172bn
Q3 202522 holders, $3.8bn53 holders, $209bn
Q4 202519 holders, $3.2bn55 holders, $231bn
Q1 202613 holders, $1.8bn57 holders, $218bn
Q2 202623 holders, $5.2bn52 holders, $262bn
CRDO

Credo Technology Group Holdi

Holders
19
Reported value
$3.2bn
Buyers
18
Sellers
21

Breadth -3 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 CRDO (3)

Holocene Advisors LP, PDT Partners LLC, Walleye Capital LLC

Only AVGO (39)

Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World 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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, and 14 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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