Holders over time
- MPWR
- AVGO
| Quarter | MPWR | AVGO |
|---|---|---|
| Q3 2020 | 21 holders, $2.0bn | 22 holders, $31.2bn |
| Q4 2020 | 15 holders, $2.4bn | 24 holders, $38.1bn |
| Q1 2021 | 13 holders, $2.1bn | 19 holders, $38.2bn |
| Q2 2021 | 16 holders, $2.1bn | 19 holders, $38.2bn |
| Q3 2021 | 14 holders, $3.2bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $3.5bn | 25 holders, $50.3bn |
| Q1 2022 | 16 holders, $3.7bn | 27 holders, $44.5bn |
| Q2 2022 | 20 holders, $2.8bn | 31 holders, $32.3bn |
| Q3 2022 | 24 holders, $3.4bn | 33 holders, $31.6bn |
| Q4 2022 | 22 holders, $4.1bn | 29 holders, $50.6bn |
| Q1 2023 | 24 holders, $5.8bn | 30 holders, $41.6bn |
| Q2 2023 | 16 holders, $5.9bn | 27 holders, $55.4bn |
| Q3 2023 | 16 holders, $5.0bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $6.4bn | 29 holders, $73.2bn |
| Q1 2024 | 19 holders, $6.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $8.0bn | 47 holders, $98.1bn |
| Q3 2024 | 23 holders, $8.9bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $5.1bn | 48 holders, $138bn |
| Q1 2025 | 18 holders, $5.6bn | 48 holders, $102bn |
| Q2 2025 | 13 holders, $6.4bn | 42 holders, $172bn |
| Q3 2025 | 16 holders, $8.0bn | 53 holders, $209bn |
| Q4 2025 | 12 holders, $8.8bn | 55 holders, $231bn |
| Q1 2026 | 12 holders, $10.3bn | 57 holders, $218bn |
| Q2 2026 | 21 holders, $14.1bn | 52 holders, $262bn |
Monolithic PWR Sys Inc
- Holders
- 12
- Reported value
- $8.8bn
- Buyers
- 12
- Sellers
- 20
Breadth -8 among 92 comparable managers.
Broadcom Inc
- Holders
- 55
- Reported value
- $231bn
- Buyers
- 38
- Sellers
- 21
Breadth +17 among 92 comparable managers.
Who holds both, Q4 2025
Both (12)
AllianceBernstein LP, Artisan Partners LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only MPWR (0)
None.
Only AVGO (43)
Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital 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, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, and 18 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.