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SEDG · 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.

SEDGAVGO
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.
  • SEDG
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSEDGAVGO
Q3 202013 holders, $1.2bn22 holders, $31.2bn
Q4 202012 holders, $1.5bn24 holders, $38.1bn
Q1 202110 holders, $1.4bn19 holders, $38.2bn
Q2 202112 holders, $897m19 holders, $38.2bn
Q3 20218 holders, $656m19 holders, $37.7bn
Q4 20218 holders, $886m25 holders, $50.3bn
Q1 202213 holders, $1.3bn27 holders, $44.5bn
Q2 202212 holders, $1.1bn31 holders, $32.3bn
Q3 202212 holders, $1.0bn33 holders, $31.6bn
Q4 202216 holders, $1.3bn29 holders, $50.6bn
Q1 202316 holders, $2.4bn30 holders, $41.6bn
Q2 202314 holders, $1.8bn27 holders, $55.4bn
Q3 202311 holders, $740m32 holders, $54.1bn
Q4 20239 holders, $523m29 holders, $73.2bn
Q1 20246 holders, $347m39 holders, $86.3bn
Q2 20246 holders, $128m47 holders, $98.1bn
Q3 20248 holders, $148m42 holders, $103bn
Q4 20246 holders, $38m48 holders, $138bn
Q1 20259 holders, $80m48 holders, $102bn
Q2 20255 holders, $93m42 holders, $172bn
Q3 20258 holders, $234m53 holders, $209bn
Q4 20257 holders, $154m55 holders, $231bn
Q1 20266 holders, $268m57 holders, $218bn
Q2 20265 holders, $198m52 holders, $262bn
SEDG

Solaredge Technologies Inc

Holders
7
Reported value
$154m
Buyers
16
Sellers
17

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

Only SEDG (3)

PDT Partners LLC, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AVGO (51)

Acadian Asset Management LLC, AllianceBernstein LP, 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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, and 26 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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