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VIAV · 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.

VIAVAVGO
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.
  • VIAV
  • AVGO
0204060202120222023202420252026
Holders and value by quarter
QuarterVIAVAVGO
Q3 202010 holders, $284m22 holders, $31.2bn
Q4 202011 holders, $307m24 holders, $38.1bn
Q1 202111 holders, $476m19 holders, $38.2bn
Q2 202110 holders, $593m19 holders, $38.2bn
Q3 20217 holders, $487m19 holders, $37.7bn
Q4 20218 holders, $591m25 holders, $50.3bn
Q1 20227 holders, $505m27 holders, $44.5bn
Q2 20226 holders, $396m31 holders, $32.3bn
Q3 20228 holders, $362m33 holders, $31.6bn
Q4 20226 holders, $295m29 holders, $50.6bn
Q1 20234 holders, $303m30 holders, $41.6bn
Q2 20234 holders, $295m27 holders, $55.4bn
Q3 20234 holders, $268m32 holders, $54.1bn
Q4 20235 holders, $261m29 holders, $73.2bn
Q1 20245 holders, $296m39 holders, $86.3bn
Q2 20243 holders, $107m47 holders, $98.1bn
Q3 20244 holders, $262m42 holders, $103bn
Q4 20246 holders, $382m48 holders, $138bn
Q1 20256 holders, $412m48 holders, $102bn
Q2 20254 holders, $440m42 holders, $172bn
Q3 20257 holders, $585m53 holders, $209bn
Q4 20258 holders, $669m55 holders, $231bn
Q1 20268 holders, $1.1bn57 holders, $218bn
Q2 202621 holders, $3.2bn52 holders, $262bn
VIAV

Viavi Solutions Inc

Holders
21
Reported value
$3.2bn
Buyers
29
Sellers
8

Breadth +21 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 VIAV (5)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Walleye Capital LLC

Only AVGO (36)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, and 11 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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