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DELL · 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.

DELLAVGO
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.
  • DELL
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterDELLAVGO
Q3 202017 holders, $5.2bn22 holders, $31.2bn
Q4 202013 holders, $5.8bn24 holders, $38.1bn
Q1 202122 holders, $7.8bn19 holders, $38.2bn
Q2 202123 holders, $9.2bn19 holders, $38.2bn
Q3 202125 holders, $9.9bn19 holders, $37.7bn
Q4 202124 holders, $3.7bn25 holders, $50.3bn
Q1 202223 holders, $2.3bn27 holders, $44.5bn
Q2 202217 holders, $1.9bn31 holders, $32.3bn
Q3 202216 holders, $1.4bn33 holders, $31.6bn
Q4 202213 holders, $1.7bn29 holders, $50.6bn
Q1 202318 holders, $1.9bn30 holders, $41.6bn
Q2 202318 holders, $2.6bn27 holders, $55.4bn
Q3 202320 holders, $3.5bn32 holders, $54.1bn
Q4 202321 holders, $3.0bn29 holders, $73.2bn
Q1 202423 holders, $5.2bn39 holders, $86.3bn
Q2 202429 holders, $8.0bn47 holders, $98.1bn
Q3 202418 holders, $4.8bn42 holders, $103bn
Q4 202413 holders, $3.7bn48 holders, $138bn
Q1 202512 holders, $1.5bn48 holders, $102bn
Q2 202514 holders, $2.8bn42 holders, $172bn
Q3 202514 holders, $2.7bn53 holders, $209bn
Q4 202514 holders, $2.4bn55 holders, $231bn
Q1 202620 holders, $4.9bn57 holders, $218bn
Q2 202628 holders, $9.4bn52 holders, $262bn
DELL

Dell Technologies Inc

Holders
14
Reported value
$2.4bn
Buyers
21
Sellers
12

Breadth +9 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 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DELL (3)

PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Investments LP

Only AVGO (44)

AllianceBernstein LP, Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, 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, Jane Street Group LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, and 19 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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