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LSCC · 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.

LSCCAVGO
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.
  • LSCC
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterLSCCAVGO
Q3 20208 holders, $1.3bn22 holders, $31.2bn
Q4 20208 holders, $2.0bn24 holders, $38.1bn
Q1 20217 holders, $2.0bn19 holders, $38.2bn
Q2 20216 holders, $2.3bn19 holders, $38.2bn
Q3 20218 holders, $2.6bn19 holders, $37.7bn
Q4 20218 holders, $2.8bn25 holders, $50.3bn
Q1 202212 holders, $2.3bn27 holders, $44.5bn
Q2 202213 holders, $2.0bn31 holders, $32.3bn
Q3 202216 holders, $1.4bn33 holders, $31.6bn
Q4 202215 holders, $2.3bn29 holders, $50.6bn
Q1 202319 holders, $3.6bn30 holders, $41.6bn
Q2 202319 holders, $4.0bn27 holders, $55.4bn
Q3 202315 holders, $3.6bn32 holders, $54.1bn
Q4 202313 holders, $2.4bn29 holders, $73.2bn
Q1 202414 holders, $2.8bn39 holders, $86.3bn
Q2 20248 holders, $931m47 holders, $98.1bn
Q3 202414 holders, $1.1bn42 holders, $103bn
Q4 202411 holders, $1.4bn48 holders, $138bn
Q1 20259 holders, $1.3bn48 holders, $102bn
Q2 20258 holders, $1.6bn42 holders, $172bn
Q3 202511 holders, $3.0bn53 holders, $209bn
Q4 20258 holders, $2.9bn55 holders, $231bn
Q1 202611 holders, $3.4bn57 holders, $218bn
Q2 202617 holders, $5.6bn52 holders, $262bn
LSCC

Lattice Semiconductor Corp

Holders
17
Reported value
$5.6bn
Buyers
24
Sellers
11

Breadth +13 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 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LSCC (3)

D1 Capital Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP

Only AVGO (38)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies 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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