AVGO
Broadcom Inc. · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs -4.0% ·
flux d'actions +30.0% ·
nouvelles positions nettes -4.2%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 196 | 0 | 3.06B | $1.15T | +6 | −5 |
| Q1 2026 | 198 | +3 | 2.99B | $923.53B | +9 | −7 |
| Q4 2025 | 194 | +1 | 3.24B | $1.12T | +2 | — |
| Q3 2025 | 31 | 0 | 1.89B | $622.61B | +2 | −3 |
| Q2 2025 | 29 | +1 | 1.66B | $457.28B | +2 | −1 |
| Q1 2025 | 25 | +1 | 683.69M | $114.41B | +1 | — |
| Q4 2024 | 24 | -1 | 703.57M | $163.08B | +1 | −2 |
| Q3 2024 | 24 | -1 | 507.15M | $87.42B | +2 | −3 |
| Q2 2024 | 25 | — | 50.96M | $81.78B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 211.44M | +843.1% | $36.47B | 5.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 99.19M | +976.6% | $17.06B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 99.19M | +976.6% | $17.06B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passif) | 64.05M | +1006.9% | $11.05B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 49.66M | +1215.8% | $8.57B | 1.5% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 32.35M | +810.3% | $5.58B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 32.35M | +810.3% | $5.58B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 23.42M | +938.9% | $4.04B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 17 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 18 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 19 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 20 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 21 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 22 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 23 | Coatue Management ✦ | 4.32M | +1425.2% | $745.72M | 2.8% | ▲ Add | 2 | SEC ↗ |
| 24 | Adage Capital Partners ✦ | 4.23M | +976.9% | $730.08M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 3.30M | +2285.0% | $569.85M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 26 | Marshall Wace ✦ | 3.30M | +2285.0% | $569.85M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 27 | Marshall Wace ✦ | 3.30M | +2285.0% | $569.85M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 3.27M | +986.3% | $558.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 3.27M | +986.3% | $558.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 3.27M | +986.3% | $558.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 3.27M | +986.3% | $558.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 3.27M | +986.3% | $558.90M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 2.60M | +388.0% | $448.68M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 2.60M | +388.0% | $448.68M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 2.60M | +388.0% | $448.68M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 36 | Tiger Global Management ✦ | 1.85M | +912.3% | $318.35M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 1.72M | +254.7% | $296.00M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 1.72M | +254.7% | $296.00M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 1.32M | +874.3% | $227.68M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 40 | Millennium Management ✦ | 1.15M | +94.7% | $199.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 41 | Bridgewater Associates ✦ | 955.43K | +3805.5% | $164.81M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 42 | PRIMECAP Management ✦ | 950.63K | +896.2% | $163.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Altimeter Capital ✦ | 396.89K | Nouveau | $68.46M | 1.0% | New | 1 | SEC ↗ |
| 44 | Point72 Asset Management ✦ | 258.10K | +68.7% | $44.52M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 45 | Duquesne Family Office ✦ | 239.98K | Nouveau | $41.40M | 1.5% | New | 1 | SEC ↗ |
| 46 | Arrowstreet Capital ✦ | 214.74K | +589.0% | $37.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 210.19K | +933.2% | $36.26M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 48 | Dodge & Cox ✦ | 35.34K | +828.0% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | GAMCO Investors ✦ | 9.02K | +896.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Altimeter Capital | $68.46M | 1.0% |
| Duquesne Family Office | $41.40M | 1.5% |
Sorti(e)
| Renaissance Technologies | $472.21M | était 0.8% |
| Viking Global Investors | $470.58M | était 1.8% |
| Soros Fund Management | $586,018 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 334.40K actions, $103,500 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.