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CIEN · 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.

CIENAVGO
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.
  • CIEN
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCIENAVGO
Q3 202012 holders, $575m22 holders, $31.2bn
Q4 202012 holders, $774m24 holders, $38.1bn
Q1 20219 holders, $596m19 holders, $38.2bn
Q2 20217 holders, $615m19 holders, $38.2bn
Q3 20216 holders, $388m19 holders, $37.7bn
Q4 20216 holders, $1.5bn25 holders, $50.3bn
Q1 202213 holders, $1.5bn27 holders, $44.5bn
Q2 202215 holders, $1.2bn31 holders, $32.3bn
Q3 202212 holders, $1.1bn33 holders, $31.6bn
Q4 202214 holders, $1.2bn29 holders, $50.6bn
Q1 202313 holders, $1.2bn30 holders, $41.6bn
Q2 202311 holders, $498m27 holders, $55.4bn
Q3 202310 holders, $856m32 holders, $54.1bn
Q4 202311 holders, $903m29 holders, $73.2bn
Q1 20247 holders, $1.3bn39 holders, $86.3bn
Q2 202411 holders, $1.3bn47 holders, $98.1bn
Q3 20248 holders, $1.7bn42 holders, $103bn
Q4 202412 holders, $2.7bn48 holders, $138bn
Q1 202516 holders, $1.8bn48 holders, $102bn
Q2 202517 holders, $2.7bn42 holders, $172bn
Q3 202521 holders, $5.4bn53 holders, $209bn
Q4 202524 holders, $8.9bn55 holders, $231bn
Q1 202629 holders, $15.3bn57 holders, $218bn
Q2 202627 holders, $16.3bn52 holders, $262bn
CIEN

Ciena Corp

Holders
27
Reported value
$16.3bn
Buyers
26
Sellers
19

Breadth +7 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 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CIEN (6)

Discovery Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Quantbot Technologies LP, Voloridge Investment Management LLC, Walleye Capital LLC

Only AVGO (31)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, and 6 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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