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SITM · 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.

SITMAVGO
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.
  • SITM
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSITMAVGO
Q3 2020none listed holders, n.a.22 holders, $31.2bn
Q4 2020none listed holders, n.a.24 holders, $38.1bn
Q1 20211 holders, $727k19 holders, $38.2bn
Q2 20211 holders, $3.1m19 holders, $38.2bn
Q3 20212 holders, $13m19 holders, $37.7bn
Q4 20215 holders, $529m25 holders, $50.3bn
Q1 20222 holders, $563m27 holders, $44.5bn
Q2 20225 holders, $402m31 holders, $32.3bn
Q3 20225 holders, $61m33 holders, $31.6bn
Q4 20224 holders, $85m29 holders, $50.6bn
Q1 20236 holders, $477m30 holders, $41.6bn
Q2 20237 holders, $78m27 holders, $55.4bn
Q3 20235 holders, $67m32 holders, $54.1bn
Q4 20234 holders, $69m29 holders, $73.2bn
Q1 20243 holders, $26m39 holders, $86.3bn
Q2 20242 holders, $7.3m47 holders, $98.1bn
Q3 20243 holders, $626m42 holders, $103bn
Q4 20244 holders, $776m48 holders, $138bn
Q1 20255 holders, $611m48 holders, $102bn
Q2 20256 holders, $951m42 holders, $172bn
Q3 20256 holders, $1.6bn53 holders, $209bn
Q4 20256 holders, $1.9bn55 holders, $231bn
Q1 202610 holders, $2.0bn57 holders, $218bn
Q2 202620 holders, $5.0bn52 holders, $262bn
SITM

Sitime Corp

Holders
20
Reported value
$5.0bn
Buyers
26
Sellers
14

Breadth +12 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 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SITM (2)

Freestone Grove Partners LP, Holocene Advisors LP

Only AVGO (34)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 9 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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