Cliff Asness's AVT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 2.96 M shares of Avnet, Inc. (AVT) worth $142.39 M, representing 0.07% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in AVT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 1.5 M shares. Largest reduction occurred in Q2 2020, reducing 1.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Avnet (AVT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avnet (AVT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +695,929 | Add 30.72% | 2.96 M | $48.08 |
| Q3 2025 | +585,141 | Add 34.82% | 2.27 M | $52.07 |
| Q2 2025 | +345,721 | Add 25.90% | 1.68 M | $52.55 |
| Q1 2025 | +97,466 | Add 7.88% | 1.33 M | $47.23 |
| Q4 2024 | -461,749 | Reduce 27.18% | 1.24 M | $52.32 |
| Q3 2024 | -145,352 | Reduce 7.88% | 1.7 M | $54.10 |
| Q2 2024 | +475,165 | Add 34.70% | 1.84 M | $51.35 |
| Q1 2024 | +19,014 | Add 1.41% | 1.37 M | $49.42 |
| Q4 2023 | -201,125 | Reduce 12.96% | 1.35 M | $50.24 |
| Q3 2023 | -175,007 | Reduce 10.14% | 1.55 M | $48.19 |
| Q2 2023 | +84,986 | Add 5.18% | 1.73 M | $50.11 |
| Q1 2023 | +340,679 | Add 26.19% | 1.64 M | $44.84 |
| Q4 2022 | +108,690 | Add 9.12% | 1.3 M | $41.22 |
| Q3 2022 | +238,492 | Add 25.01% | 1.19 M | $36.12 |
| Q2 2022 | +130,466 | Add 15.85% | 953,558 | $41.60 |
| Q1 2022 | +101,636 | Add 14.09% | 823,092 | $40.59 |
| Q4 2021 | -115,857 | Reduce 13.84% | 721,456 | $41.23 |
| Q3 2021 | -91,357 | Reduce 9.84% | 837,313 | $36.97 |
| Q2 2021 | +106,800 | Add 12.99% | 928,670 | $40.08 |
| Q1 2021 | +113,640 | Add 16.05% | 821,870 | $41.34 |
| Q4 2020 | -822,555 | Reduce 53.73% | 708,230 | $34.62 |
| Q3 2020 | -1.03 M | Reduce 40.14% | 1.53 M | $25.84 |
| Q2 2020 | -1.61 M | Reduce 38.69% | 2.56 M | $27.39 |
| Q1 2020 | +505,555 | Add 13.79% | 4.17 M | $25.10 |
| Q4 2019 | +980,434 | Add 36.51% | 3.67 M | $42.44 |
| Q3 2019 | +543,839 | Add 25.39% | 2.69 M | $44.10 |
| Q2 2019 | +257,966 | Add 13.69% | 2.14 M | $44.78 |
| Q1 2019 | +744,040 | Add 65.29% | 1.88 M | $43.22 |
| Q4 2018 | -262,755 | Reduce 18.74% | 1.14 M | $36.10 |
| Q3 2018 | -404,029 | Reduce 22.37% | 1.4 M | $44.77 |
| Q2 2018 | -79,387 | Reduce 4.21% | 1.81 M | $42.89 |
| Q1 2018 | -587,206 | Reduce 23.74% | 1.89 M | $41.76 |
| Q4 2017 | +68,727 | Add 2.86% | 2.47 M | $39.62 |
| Q3 2017 | +841,180 | Add 53.81% | 2.4 M | $39.53 |
| Q2 2017 | -248,486 | Reduce 13.72% | 1.56 M | $38.88 |
| Q1 2017 | -525,155 | Reduce 22.47% | 1.81 M | $45.76 |
| Q4 2016 | -357,025 | Reduce 13.25% | 2.34 M | $47.61 |
| Q3 2016 | -500,351 | Reduce 15.66% | 2.69 M | $41.06 |
| Q2 2016 | -114,961 | Reduce 3.47% | 3.19 M | $40.51 |
| Q1 2016 | +139,543 | Add 4.40% | 3.31 M | $44.30 |
| Q4 2015 | +1.5 M | Add 90.39% | 3.17 M | $42.84 |
| Q3 2015 | +323,227 | Add 24.09% | 1.66 M | $42.68 |
| Q2 2015 | +582,137 | Add 76.66% | 1.34 M | $41.11 |
| Q1 2015 | +101,332 | Add 15.40% | 759,394 | $44.50 |
| Q4 2014 | +63,199 | Add 10.62% | 658,062 | $43.02 |
| Q3 2014 | -141,991 | Reduce 19.27% | 594,863 | $41.50 |
| Q2 2014 | +7,642 | Add 1.05% | 736,854 | $44.31 |
| Q1 2014 | -543,906 | Reduce 42.72% | 729,212 | $46.53 |
| Q4 2013 | +168,765 | Add 15.28% | 1.27 M | $44.11 |
| Q3 2013 | -116,395 | Reduce 9.53% | 1.1 M | $41.71 |
| Q2 2013 | +1.22 M | Add 0.00% | 1.22 M | $33.60 |
| Q4 2012 | +1.46 M | Add 0.00% | 1.46 M | $30.61 |
Cliff Asness's Avnet Investment FAQs
Cliff Asness first purchased Avnet, Inc. (AVT) in Q4 2012, acquiring 1,463,384 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Avnet, Inc. (AVT) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Avnet, Inc. (AVT) was in Q4 2015, adding 3,169,550 shares worth $135.78 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 2,961,608 shares of Avnet, Inc. (AVT), valued at approximately $142.39 M.
As of the Q4 2025 filing, Avnet, Inc. (AVT) represents approximately 0.07% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Avnet, Inc. (AVT) was 4,171,479 shares, as reported at the end of Q1 2020.