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SLAB · 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.

SLABAVGO
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.
  • SLAB
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterSLABAVGO
Q3 202012 holders, $1.1bn22 holders, $31.2bn
Q4 20209 holders, $1.4bn24 holders, $38.1bn
Q1 20219 holders, $1.6bn19 holders, $38.2bn
Q2 20218 holders, $1.8bn19 holders, $38.2bn
Q3 20219 holders, $1.3bn19 holders, $37.7bn
Q4 20218 holders, $1.9bn25 holders, $50.3bn
Q1 202211 holders, $1.2bn27 holders, $44.5bn
Q2 20226 holders, $940m31 holders, $32.3bn
Q3 20225 holders, $786m33 holders, $31.6bn
Q4 20226 holders, $846m29 holders, $50.6bn
Q1 202311 holders, $1.2bn30 holders, $41.6bn
Q2 20236 holders, $937m27 holders, $55.4bn
Q3 20238 holders, $651m32 holders, $54.1bn
Q4 20235 holders, $761m29 holders, $73.2bn
Q1 20244 holders, $880m39 holders, $86.3bn
Q2 20244 holders, $686m47 holders, $98.1bn
Q3 20243 holders, $764m42 holders, $103bn
Q4 20243 holders, $873m48 holders, $138bn
Q1 20253 holders, $777m48 holders, $102bn
Q2 20257 holders, $1.0bn42 holders, $172bn
Q3 20255 holders, $895m53 holders, $209bn
Q4 20255 holders, $817m55 holders, $231bn
Q1 202612 holders, $670m57 holders, $218bn
Q2 202610 holders, $913m52 holders, $262bn
SLAB

Silicon Laboratories Inc

Holders
10
Reported value
$913m
Buyers
18
Sellers
12

Breadth +6 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SLAB (0)

None.

Only AVGO (42)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, and 17 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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