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AVGO · TSM 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.

AVGOTSM
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.
  • AVGO
  • TSM
0204060202120222023202420252026
Holders and value by quarter
QuarterAVGOTSM
Q3 202022 holders, $31.2bn33 holders, $17.7bn
Q4 202024 holders, $38.1bn32 holders, $22.6bn
Q1 202119 holders, $38.2bn32 holders, $22.3bn
Q2 202119 holders, $38.2bn29 holders, $21.3bn
Q3 202119 holders, $37.7bn32 holders, $20.8bn
Q4 202125 holders, $50.3bn32 holders, $21.3bn
Q1 202227 holders, $44.5bn38 holders, $18.8bn
Q2 202231 holders, $32.3bn39 holders, $15.7bn
Q3 202233 holders, $31.6bn35 holders, $16.4bn
Q4 202229 holders, $50.6bn35 holders, $14.8bn
Q1 202330 holders, $41.6bn39 holders, $19.0bn
Q2 202327 holders, $55.4bn47 holders, $21.8bn
Q3 202332 holders, $54.1bn42 holders, $17.3bn
Q4 202329 holders, $73.2bn46 holders, $21.4bn
Q1 202439 holders, $86.3bn43 holders, $28.2bn
Q2 202447 holders, $98.1bn49 holders, $36.0bn
Q3 202442 holders, $103bn54 holders, $34.9bn
Q4 202448 holders, $138bn54 holders, $42.9bn
Q1 202548 holders, $102bn48 holders, $33.1bn
Q2 202542 holders, $172bn50 holders, $48.3bn
Q3 202553 holders, $209bn54 holders, $61.3bn
Q4 202555 holders, $231bn53 holders, $62.8bn
Q1 202657 holders, $218bn59 holders, $71.9bn
Q2 202652 holders, $262bn57 holders, $98.0bn
AVGO

Broadcom Inc

Holders
52
Reported value
$262bn
Buyers
24
Sellers
38

Breadth -14 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
TSM

Taiwan Semiconductor Manufac

Holders
57
Reported value
$98.0bn
Buyers
22
Sellers
40

Breadth -18 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

Among the 64 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (45)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 5 more

Only AVGO (7)

AQR Capital Management LLC, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, PDT Partners LLC, Two Sigma Investments LP, Woodline Partners LP

Only TSM (12)

Altimeter Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Lone Pine Capital LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, Third Point LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital 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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