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TSEM · 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.

TSEMAVGO
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.
  • TSEM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterTSEMAVGO
Q3 20203 holders, $163m22 holders, $31.2bn
Q4 20203 holders, $258m24 holders, $38.1bn
Q1 20213 holders, $276m19 holders, $38.2bn
Q2 20212 holders, $299m19 holders, $38.2bn
Q3 20212 holders, $336m19 holders, $37.7bn
Q4 20213 holders, $414m25 holders, $50.3bn
Q1 20228 holders, $332m27 holders, $44.5bn
Q2 20229 holders, $360m31 holders, $32.3bn
Q3 202210 holders, $286m33 holders, $31.6bn
Q4 20228 holders, $150m29 holders, $50.6bn
Q1 202313 holders, $222m30 holders, $41.6bn
Q2 202310 holders, $195m27 holders, $55.4bn
Q3 20236 holders, $107m32 holders, $54.1bn
Q4 20235 holders, $126m29 holders, $73.2bn
Q1 20243 holders, $14m39 holders, $86.3bn
Q2 20247 holders, $131m47 holders, $98.1bn
Q3 20247 holders, $226m42 holders, $103bn
Q4 20246 holders, $233m48 holders, $138bn
Q1 20255 holders, $278m48 holders, $102bn
Q2 20254 holders, $292m42 holders, $172bn
Q3 20255 holders, $418m53 holders, $209bn
Q4 202513 holders, $1.4bn55 holders, $231bn
Q1 202617 holders, $3.2bn57 holders, $218bn
Q2 202618 holders, $4.6bn52 holders, $262bn
TSEM

Tower Semiconducto

Holders
17
Reported value
$3.2bn
Buyers
18
Sellers
15

Breadth +3 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 59 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TSEM (2)

ExodusPoint Capital Management LP, Schonfeld Strategic Advisors LLC

Only AVGO (42)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, 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, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Light Street Capital Management 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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