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SIMO · 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.

SIMOAVGO
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.
  • SIMO
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSIMOAVGO
Q3 20205 holders, $139m22 holders, $31.2bn
Q4 20207 holders, $188m24 holders, $38.1bn
Q1 20218 holders, $191m19 holders, $38.2bn
Q2 20216 holders, $302m19 holders, $38.2bn
Q3 20216 holders, $316m19 holders, $37.7bn
Q4 202110 holders, $540m25 holders, $50.3bn
Q1 20228 holders, $361m27 holders, $44.5bn
Q2 20227 holders, $486m31 holders, $32.3bn
Q3 20228 holders, $252m33 holders, $31.6bn
Q4 20228 holders, $172m29 holders, $50.6bn
Q1 20237 holders, $222m30 holders, $41.6bn
Q2 20239 holders, $337m27 holders, $55.4bn
Q3 20235 holders, $161m32 holders, $54.1bn
Q4 20237 holders, $111m29 holders, $73.2bn
Q1 20248 holders, $313m39 holders, $86.3bn
Q2 20248 holders, $343m47 holders, $98.1bn
Q3 20244 holders, $135m42 holders, $103bn
Q4 20242 holders, $92m48 holders, $138bn
Q1 20254 holders, $105m48 holders, $102bn
Q2 20254 holders, $245m42 holders, $172bn
Q3 20254 holders, $260m53 holders, $209bn
Q4 20255 holders, $215m55 holders, $231bn
Q1 20266 holders, $260m57 holders, $218bn
Q2 202612 holders, $2.3bn52 holders, $262bn
SIMO

Silicon Motion Technology Co

Holders
5
Reported value
$215m
Buyers
18
Sellers
6

Breadth +12 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 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SIMO (2)

First Eagle Investment Management LLC, Two Sigma Investments LP

Only AVGO (52)

AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, 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, 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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