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MCHP · 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.

MCHPAVGO
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.
  • MCHP
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterMCHPAVGO
Q3 202018 holders, $6.1bn22 holders, $31.2bn
Q4 202021 holders, $7.6bn24 holders, $38.1bn
Q1 202118 holders, $8.9bn19 holders, $38.2bn
Q2 202119 holders, $7.7bn19 holders, $38.2bn
Q3 202117 holders, $8.1bn19 holders, $37.7bn
Q4 202117 holders, $9.0bn25 holders, $50.3bn
Q1 202216 holders, $7.7bn27 holders, $44.5bn
Q2 202221 holders, $6.5bn31 holders, $32.3bn
Q3 202215 holders, $4.9bn33 holders, $31.6bn
Q4 202221 holders, $5.1bn29 holders, $50.6bn
Q1 202318 holders, $5.7bn30 holders, $41.6bn
Q2 202312 holders, $5.2bn27 holders, $55.4bn
Q3 202316 holders, $4.2bn32 holders, $54.1bn
Q4 202315 holders, $4.7bn29 holders, $73.2bn
Q1 202414 holders, $3.8bn39 holders, $86.3bn
Q2 202416 holders, $3.5bn47 holders, $98.1bn
Q3 202416 holders, $2.1bn42 holders, $103bn
Q4 202417 holders, $1.8bn48 holders, $138bn
Q1 202511 holders, $1.6bn48 holders, $102bn
Q2 202516 holders, $4.0bn42 holders, $172bn
Q3 202518 holders, $2.7bn53 holders, $209bn
Q4 202517 holders, $3.2bn55 holders, $231bn
Q1 202613 holders, $2.9bn57 holders, $218bn
Q2 202625 holders, $5.6bn52 holders, $262bn
MCHP

Microchip Technology Inc.

Holders
25
Reported value
$5.6bn
Buyers
28
Sellers
14

Breadth +14 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 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MCHP (5)

Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Voloridge Investment Management LLC

Only AVGO (32)

AllianceBernstein LP, Appaloosa LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors 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.

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