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CRWV · 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.

CRWVAVGO
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.
  • CRWV
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterCRWVAVGO
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 202513 holders, $2.3bn48 holders, $102bn
Q2 202510 holders, $8.1bn42 holders, $172bn
Q3 202522 holders, $7.3bn53 holders, $209bn
Q4 20257 holders, $1.4bn55 holders, $231bn
Q1 202613 holders, $1.5bn57 holders, $218bn
Q2 202620 holders, $4.5bn52 holders, $262bn
CRWV

Coreweave Inc

Holders
20
Reported value
$4.5bn
Buyers
28
Sellers
14

Breadth +14 among 91 comparable managers.

Software and IT servicesAI infrastructure and semiconductors · L3VLUPCloud and enterprise software · L3VLUPPrepackaged software
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 CRWV (6)

Altimeter Capital Management LP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Walleye Capital LLC

Only AVGO (38)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners 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, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 13 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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