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KLAC · 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.

KLACAVGO
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.
  • KLAC
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterKLACAVGO
Q3 202015 holders, $4.0bn22 holders, $31.2bn
Q4 202014 holders, $5.3bn24 holders, $38.1bn
Q1 202118 holders, $7.4bn19 holders, $38.2bn
Q2 202126 holders, $7.3bn19 holders, $38.2bn
Q3 202125 holders, $7.3bn19 holders, $37.7bn
Q4 202125 holders, $9.0bn25 holders, $50.3bn
Q1 202224 holders, $6.8bn27 holders, $44.5bn
Q2 202217 holders, $6.3bn31 holders, $32.3bn
Q3 202215 holders, $5.7bn33 holders, $31.6bn
Q4 202214 holders, $6.6bn29 holders, $50.6bn
Q1 202322 holders, $6.7bn30 holders, $41.6bn
Q2 202322 holders, $8.3bn27 holders, $55.4bn
Q3 202325 holders, $8.2bn32 holders, $54.1bn
Q4 202323 holders, $10.0bn29 holders, $73.2bn
Q1 202416 holders, $11.0bn39 holders, $86.3bn
Q2 202421 holders, $12.7bn47 holders, $98.1bn
Q3 202428 holders, $11.2bn42 holders, $103bn
Q4 202425 holders, $8.0bn48 holders, $138bn
Q1 202527 holders, $8.7bn48 holders, $102bn
Q2 202522 holders, $12.2bn42 holders, $172bn
Q3 202519 holders, $16.5bn53 holders, $209bn
Q4 202525 holders, $23.4bn55 holders, $231bn
Q1 202622 holders, $32.6bn57 holders, $218bn
Q2 202628 holders, $78.0bn52 holders, $262bn
KLAC

Kla Corp

Holders
25
Reported value
$23.4bn
Buyers
22
Sellers
14

Breadth +8 among 92 comparable managers.

IndustrialsAI 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 KLAC (3)

Holocene Advisors LP, Tudor Investment Corp, Walleye Capital LLC

Only AVGO (33)

Altimeter Capital Management LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management 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, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, and 8 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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