Cliff Asness's AVT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 2.27 M shares of Avnet, Inc. (AVT) worth $117.97 M, representing 0.08% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +1.46 M | Add 0.00% | 1.46 M | $30.61 |
| Q2 2013 | +1.22 M | Add 0.00% | 1.22 M | $33.60 |
| Q3 2013 | -116,395 | Reduce 9.53% | 1.1 M | $41.71 |
| Q4 2013 | +168,765 | Add 15.28% | 1.27 M | $44.11 |
| Q1 2014 | -543,906 | Reduce 42.72% | 729,212 | $46.53 |
| Q2 2014 | +7,642 | Add 1.05% | 736,854 | $44.31 |
| Q3 2014 | -141,991 | Reduce 19.27% | 594,863 | $41.50 |
| Q4 2014 | +63,199 | Add 10.62% | 658,062 | $43.02 |
| Q1 2015 | +101,332 | Add 15.40% | 759,394 | $44.50 |
| Q2 2015 | +582,137 | Add 76.66% | 1.34 M | $41.11 |
| Q3 2015 | +323,227 | Add 24.09% | 1.66 M | $42.68 |
| Q4 2015 | +1.5 M | Add 90.39% | 3.17 M | $42.84 |
| Q1 2016 | +139,543 | Add 4.40% | 3.31 M | $44.30 |
| Q2 2016 | -114,961 | Reduce 3.47% | 3.19 M | $40.51 |
| Q3 2016 | -500,351 | Reduce 15.66% | 2.69 M | $41.06 |
| Q4 2016 | -357,025 | Reduce 13.25% | 2.34 M | $47.61 |
| Q1 2017 | -525,155 | Reduce 22.47% | 1.81 M | $45.76 |
| Q2 2017 | -248,486 | Reduce 13.72% | 1.56 M | $38.88 |
| Q3 2017 | +841,180 | Add 53.81% | 2.4 M | $39.53 |
| Q4 2017 | +68,727 | Add 2.86% | 2.47 M | $39.62 |
| Q1 2018 | -587,206 | Reduce 23.74% | 1.89 M | $41.76 |
| Q2 2018 | -79,387 | Reduce 4.21% | 1.81 M | $42.89 |
| Q3 2018 | -404,029 | Reduce 22.37% | 1.4 M | $44.77 |
| Q4 2018 | -262,755 | Reduce 18.74% | 1.14 M | $36.10 |
| Q1 2019 | +744,040 | Add 65.29% | 1.88 M | $43.22 |
| Q2 2019 | +257,966 | Add 13.69% | 2.14 M | $44.78 |
| Q3 2019 | +543,839 | Add 25.39% | 2.69 M | $44.10 |
| Q4 2019 | +980,434 | Add 36.51% | 3.67 M | $42.44 |
| Q1 2020 | +505,555 | Add 13.79% | 4.17 M | $25.10 |
| Q2 2020 | -1.61 M | Reduce 38.69% | 2.56 M | $27.39 |
| Q3 2020 | -1.03 M | Reduce 40.14% | 1.53 M | $25.84 |
| Q4 2020 | -822,555 | Reduce 53.73% | 708,230 | $34.62 |
| Q1 2021 | +113,640 | Add 16.05% | 821,870 | $41.34 |
| Q2 2021 | +106,800 | Add 12.99% | 928,670 | $40.08 |
| Q3 2021 | -91,357 | Reduce 9.84% | 837,313 | $36.97 |
| Q4 2021 | -115,857 | Reduce 13.84% | 721,456 | $41.23 |
| Q1 2022 | +101,636 | Add 14.09% | 823,092 | $40.59 |
| Q2 2022 | +130,466 | Add 15.85% | 953,558 | $41.60 |
| Q3 2022 | +238,492 | Add 25.01% | 1.19 M | $36.12 |
| Q4 2022 | +108,690 | Add 9.12% | 1.3 M | $41.22 |
| Q1 2023 | +340,679 | Add 26.19% | 1.64 M | $44.84 |
| Q2 2023 | +84,986 | Add 5.18% | 1.73 M | $50.11 |
| Q3 2023 | -175,007 | Reduce 10.14% | 1.55 M | $48.19 |
| Q4 2023 | -201,125 | Reduce 12.96% | 1.35 M | $50.24 |
| Q1 2024 | +19,014 | Add 1.41% | 1.37 M | $49.42 |
| Q2 2024 | +475,165 | Add 34.70% | 1.84 M | $51.35 |
| Q3 2024 | -145,352 | Reduce 7.88% | 1.7 M | $54.10 |
| Q4 2024 | -461,749 | Reduce 27.18% | 1.24 M | $52.32 |
| Q1 2025 | +97,466 | Add 7.88% | 1.33 M | $47.23 |
| Q2 2025 | +345,721 | Add 25.90% | 1.68 M | $52.55 |
| Q3 2025 | +585,141 | Add 34.82% | 2.27 M | $52.07 |
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 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Avnet, Inc. (AVT) was in Q4 2015, adding 3,169,550 shares worth $135.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 2,265,679 shares of Avnet, Inc. (AVT), valued at approximately $117.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Avnet, Inc. (AVT) represents approximately 0.08% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Avnet, Inc. (AVT) was 4,171,479 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.