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LITE · 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.

LITEAVGO
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.
  • LITE
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterLITEAVGO
Q3 202012 holders, $1.4bn22 holders, $31.2bn
Q4 202013 holders, $1.5bn24 holders, $38.1bn
Q1 20218 holders, $1.3bn19 holders, $38.2bn
Q2 202110 holders, $1.3bn19 holders, $38.2bn
Q3 20219 holders, $1.4bn19 holders, $37.7bn
Q4 20219 holders, $1.8bn25 holders, $50.3bn
Q1 20228 holders, $1.5bn27 holders, $44.5bn
Q2 20227 holders, $1.3bn31 holders, $32.3bn
Q3 20229 holders, $1.0bn33 holders, $31.6bn
Q4 202210 holders, $603m29 holders, $50.6bn
Q1 202311 holders, $611m30 holders, $41.6bn
Q2 202313 holders, $1.0bn27 holders, $55.4bn
Q3 20239 holders, $716m32 holders, $54.1bn
Q4 20239 holders, $931m29 holders, $73.2bn
Q1 20249 holders, $1.0bn39 holders, $86.3bn
Q2 202413 holders, $1.2bn47 holders, $98.1bn
Q3 202413 holders, $1.7bn42 holders, $103bn
Q4 202421 holders, $2.2bn48 holders, $138bn
Q1 202514 holders, $1.4bn48 holders, $102bn
Q2 202516 holders, $2.1bn42 holders, $172bn
Q3 202521 holders, $3.7bn53 holders, $209bn
Q4 202527 holders, $8.4bn55 holders, $231bn
Q1 202634 holders, $11.5bn57 holders, $218bn
Q2 202633 holders, $13.3bn52 holders, $262bn
LITE

Lumentum HLDGS Inc

Holders
34
Reported value
$11.5bn
Buyers
25
Sellers
21

Breadth +4 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.

Both (30)

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, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC

Only LITE (4)

ExodusPoint Capital Management LP, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC, Walleye Capital LLC

Only AVGO (27)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, 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, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Wellington Management Group LLP, and 2 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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