Holders over time
- TER
- AVGO
| Quarter | TER | AVGO |
|---|---|---|
| Q3 2020 | 27 holders, $2.4bn | 22 holders, $31.2bn |
| Q4 2020 | 19 holders, $2.8bn | 24 holders, $38.1bn |
| Q1 2021 | 20 holders, $2.5bn | 19 holders, $38.2bn |
| Q2 2021 | 19 holders, $3.2bn | 19 holders, $38.2bn |
| Q3 2021 | 26 holders, $2.8bn | 19 holders, $37.7bn |
| Q4 2021 | 18 holders, $4.5bn | 25 holders, $50.3bn |
| Q1 2022 | 18 holders, $3.0bn | 27 holders, $44.5bn |
| Q2 2022 | 14 holders, $2.4bn | 31 holders, $32.3bn |
| Q3 2022 | 22 holders, $2.1bn | 33 holders, $31.6bn |
| Q4 2022 | 17 holders, $2.2bn | 29 holders, $50.6bn |
| Q1 2023 | 18 holders, $2.7bn | 30 holders, $41.6bn |
| Q2 2023 | 21 holders, $2.8bn | 27 holders, $55.4bn |
| Q3 2023 | 20 holders, $2.5bn | 32 holders, $54.1bn |
| Q4 2023 | 15 holders, $2.4bn | 29 holders, $73.2bn |
| Q1 2024 | 14 holders, $2.8bn | 39 holders, $86.3bn |
| Q2 2024 | 14 holders, $3.6bn | 47 holders, $98.1bn |
| Q3 2024 | 13 holders, $2.9bn | 42 holders, $103bn |
| Q4 2024 | 12 holders, $2.4bn | 48 holders, $138bn |
| Q1 2025 | 14 holders, $1.2bn | 48 holders, $102bn |
| Q2 2025 | 21 holders, $1.5bn | 42 holders, $172bn |
| Q3 2025 | 21 holders, $3.1bn | 53 holders, $209bn |
| Q4 2025 | 27 holders, $3.9bn | 55 holders, $231bn |
| Q1 2026 | 35 holders, $7.0bn | 57 holders, $218bn |
| Q2 2026 | 29 holders, $10.4bn | 52 holders, $262bn |
Teradyne Inc
- Holders
- 35
- Reported value
- $7.0bn
- Buyers
- 22
- Sellers
- 20
Breadth +2 among 91 comparable managers.
Broadcom Inc
- Holders
- 57
- Reported value
- $218bn
- Buyers
- 31
- Sellers
- 33
Breadth -2 among 91 comparable managers.
Who holds both, Q1 2026
Both (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP
Only TER (4)
Discovery Capital Management LLC, Lone Pine Capital LLC, Schonfeld Strategic Advisors LLC, Walleye Capital LLC
Only AVGO (26)
Altimeter Capital Management LP, Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Third Point LLC, Tiger Global Management LLC, Verition Fund Management LLC, Wellington Management Group LLP, and 1 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.