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SMTC · 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.

SMTCAVGO
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.
  • SMTC
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSMTCAVGO
Q3 20203 holders, $342m22 holders, $31.2bn
Q4 20207 holders, $927m24 holders, $38.1bn
Q1 20218 holders, $842m19 holders, $38.2bn
Q2 20218 holders, $302m19 holders, $38.2bn
Q3 20216 holders, $462m19 holders, $37.7bn
Q4 20217 holders, $503m25 holders, $50.3bn
Q1 202212 holders, $340m27 holders, $44.5bn
Q2 20228 holders, $246m31 holders, $32.3bn
Q3 202212 holders, $195m33 holders, $31.6bn
Q4 202213 holders, $209m29 holders, $50.6bn
Q1 202310 holders, $94m30 holders, $41.6bn
Q2 20237 holders, $201m27 holders, $55.4bn
Q3 20239 holders, $255m32 holders, $54.1bn
Q4 20239 holders, $224m29 holders, $73.2bn
Q1 20249 holders, $280m39 holders, $86.3bn
Q2 202411 holders, $535m47 holders, $98.1bn
Q3 20249 holders, $597m42 holders, $103bn
Q4 202414 holders, $935m48 holders, $138bn
Q1 202512 holders, $575m48 holders, $102bn
Q2 202512 holders, $829m42 holders, $172bn
Q3 202511 holders, $1.2bn53 holders, $209bn
Q4 202513 holders, $1.3bn55 holders, $231bn
Q1 202615 holders, $1.2bn57 holders, $218bn
Q2 202621 holders, $2.7bn52 holders, $262bn
SMTC

Semtech Corp

Holders
13
Reported value
$1.3bn
Buyers
20
Sellers
12

Breadth +8 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 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMTC (0)

None.

Only AVGO (42)

Acadian Asset Management LLC, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, 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, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 17 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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