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CRUS · 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.

CRUSAVGO
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.
  • CRUS
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCRUSAVGO
Q3 202012 holders, $877m22 holders, $31.2bn
Q4 20208 holders, $1.1bn24 holders, $38.1bn
Q1 20219 holders, $953m19 holders, $38.2bn
Q2 20219 holders, $981m19 holders, $38.2bn
Q3 202112 holders, $878m19 holders, $37.7bn
Q4 202112 holders, $917m25 holders, $50.3bn
Q1 20228 holders, $1.1bn27 holders, $44.5bn
Q2 20227 holders, $810m31 holders, $32.3bn
Q3 202210 holders, $886m33 holders, $31.6bn
Q4 20227 holders, $809m29 holders, $50.6bn
Q1 202311 holders, $1.3bn30 holders, $41.6bn
Q2 20239 holders, $858m27 holders, $55.4bn
Q3 20239 holders, $746m32 holders, $54.1bn
Q4 202310 holders, $623m29 holders, $73.2bn
Q1 20248 holders, $262m39 holders, $86.3bn
Q2 20246 holders, $785m47 holders, $98.1bn
Q3 20244 holders, $324m42 holders, $103bn
Q4 20246 holders, $240m48 holders, $138bn
Q1 20254 holders, $276m48 holders, $102bn
Q2 20256 holders, $329m42 holders, $172bn
Q3 20255 holders, $422m53 holders, $209bn
Q4 20254 holders, $389m55 holders, $231bn
Q1 20269 holders, $531m57 holders, $218bn
Q2 20266 holders, $503m52 holders, $262bn
CRUS

Cirrus Logic Inc

Holders
4
Reported value
$389m
Buyers
14
Sellers
13

Breadth +1 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 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CRUS (1)

Voloridge Investment Management LLC

Only AVGO (52)

AllianceBernstein LP, Altimeter Capital Management LP, 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, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., 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, and 27 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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