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APH · 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.

APHAVGO
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.
  • APH
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterAPHAVGO
Q3 202023 holders, $6.5bn22 holders, $31.2bn
Q4 202020 holders, $7.3bn24 holders, $38.1bn
Q1 202118 holders, $7.9bn19 holders, $38.2bn
Q2 202119 holders, $7.8bn19 holders, $38.2bn
Q3 202114 holders, $9.0bn19 holders, $37.7bn
Q4 202112 holders, $10.8bn25 holders, $50.3bn
Q1 202222 holders, $9.1bn27 holders, $44.5bn
Q2 202221 holders, $7.7bn31 holders, $32.3bn
Q3 202219 holders, $7.2bn33 holders, $31.6bn
Q4 202218 holders, $8.3bn29 holders, $50.6bn
Q1 202317 holders, $9.1bn30 holders, $41.6bn
Q2 202318 holders, $9.9bn27 holders, $55.4bn
Q3 202317 holders, $9.6bn32 holders, $54.1bn
Q4 202316 holders, $12.1bn29 holders, $73.2bn
Q1 202418 holders, $14.1bn39 holders, $86.3bn
Q2 202430 holders, $17.0bn47 holders, $98.1bn
Q3 202431 holders, $15.9bn42 holders, $103bn
Q4 202431 holders, $17.5bn48 holders, $138bn
Q1 202524 holders, $15.4bn48 holders, $102bn
Q2 202532 holders, $25.2bn42 holders, $172bn
Q3 202534 holders, $31.4bn53 holders, $209bn
Q4 202532 holders, $31.3bn55 holders, $231bn
Q1 202631 holders, $28.5bn57 holders, $218bn
Q2 202634 holders, $38.7bn52 holders, $262bn
APH

Amphenol Corp

Holders
31
Reported value
$28.5bn
Buyers
25
Sellers
22

Breadth +3 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
57
Reported value
$218bn
Buyers
31
Sellers
33

Breadth -2 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

Among the 61 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only APH (4)

Egerton Capital UK LLP, ExodusPoint Capital Management LP, Lone Pine Capital LLC, Winton Group Ltd

Only AVGO (30)

Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 5 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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