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ANET · 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.

ANETAVGO
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.
  • ANET
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterANETAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 2021none listed holders, n.a.19 holders, $38.2bn
Q2 2021none listed holders, n.a.19 holders, $38.2bn
Q3 2021none listed holders, n.a.19 holders, $37.7bn
Q4 2021none listed holders, n.a.25 holders, $50.3bn
Q1 2022none listed holders, n.a.27 holders, $44.5bn
Q2 2022none listed holders, n.a.31 holders, $32.3bn
Q3 2022none listed holders, n.a.33 holders, $31.6bn
Q4 2022none listed holders, n.a.29 holders, $50.6bn
Q1 2023none listed holders, n.a.30 holders, $41.6bn
Q2 2023none listed holders, n.a.27 holders, $55.4bn
Q3 2023none listed holders, n.a.32 holders, $54.1bn
Q4 2023none listed holders, n.a.29 holders, $73.2bn
Q1 2024none listed holders, n.a.39 holders, $86.3bn
Q2 2024none listed holders, n.a.47 holders, $98.1bn
Q3 2024none listed holders, n.a.42 holders, $103bn
Q4 202435 holders, $17.1bn48 holders, $138bn
Q1 202534 holders, $11.2bn48 holders, $102bn
Q2 202537 holders, $13.6bn42 holders, $172bn
Q3 202539 holders, $22.9bn53 holders, $209bn
Q4 202539 holders, $21.0bn55 holders, $231bn
Q1 202629 holders, $19.9bn57 holders, $218bn
Q2 202633 holders, $25.3bn52 holders, $262bn
ANET

Arista Networks Inc

Holders
33
Reported value
$25.3bn
Buyers
19
Sellers
27

Breadth -8 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
AVGO

Broadcom Inc

Holders
52
Reported value
$262bn
Buyers
24
Sellers
38

Breadth -14 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

Among the 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ANET (4)

Discovery Capital Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Walleye Capital LLC

Only AVGO (23)

Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Coatue Management LLC, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Tiger Global Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Whale Rock Capital Management LLC

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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