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IPGP · 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.

IPGPAVGO
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.
  • IPGP
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterIPGPAVGO
Q3 20209 holders, $1.2bn22 holders, $31.2bn
Q4 202014 holders, $1.8bn24 holders, $38.1bn
Q1 20219 holders, $1.7bn19 holders, $38.2bn
Q2 20219 holders, $1.7bn19 holders, $38.2bn
Q3 202111 holders, $1.2bn19 holders, $37.7bn
Q4 202110 holders, $1.4bn25 holders, $50.3bn
Q1 202215 holders, $897m27 holders, $44.5bn
Q2 202215 holders, $574m31 holders, $32.3bn
Q3 202214 holders, $543m33 holders, $31.6bn
Q4 202211 holders, $576m29 holders, $50.6bn
Q1 202310 holders, $739m30 holders, $41.6bn
Q2 20235 holders, $749m27 holders, $55.4bn
Q3 20238 holders, $605m32 holders, $54.1bn
Q4 202310 holders, $644m29 holders, $73.2bn
Q1 20245 holders, $431m39 holders, $86.3bn
Q2 20246 holders, $397m47 holders, $98.1bn
Q3 20246 holders, $362m42 holders, $103bn
Q4 20244 holders, $357m48 holders, $138bn
Q1 20256 holders, $407m48 holders, $102bn
Q2 20256 holders, $545m42 holders, $172bn
Q3 20255 holders, $549m53 holders, $209bn
Q4 20255 holders, $499m55 holders, $231bn
Q1 20263 holders, $654m57 holders, $218bn
Q2 20263 holders, $525m52 holders, $262bn
IPGP

Ipg Photonics Corp

Holders
3
Reported value
$525m
Buyers
16
Sellers
8

Breadth +8 among 91 comparable managers.

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

Only IPGP (1)

First Eagle Investment Management LLC

Only AVGO (50)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, 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, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, and 25 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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