L3VLUP
ProSign in

CBRS · 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.

CBRSAVGO
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.
  • CBRS
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCBRSAVGO
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 2024none listed holders, n.a.48 holders, $138bn
Q1 2025none listed holders, n.a.48 holders, $102bn
Q2 2025none listed holders, n.a.42 holders, $172bn
Q3 2025none listed holders, n.a.53 holders, $209bn
Q4 2025none listed holders, n.a.55 holders, $231bn
Q1 2026none listed holders, n.a.57 holders, $218bn
Q2 202628 holders, $8.7bn52 holders, $262bn
CBRS

Cerebras Systems Inc

New listing

Holders
28
Reported value
$8.7bn
Buyers
39
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

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

Only CBRS (8)

Altimeter Capital Management LP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Walleye Capital LLC

Only AVGO (32)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 7 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.

Back to the 13F Explorer →