AVGO - BROADCOM INC
This page shows which of the focused investors we track hold AVGO and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 13 managers with an aggregate reported value of $1.75B, which is 0.15% of the combined portfolio.
As of Q2 2026, 13 tracked institutional managers held AVGO (BROADCOM INC) with an aggregate reported value of $1.75B — 0.15% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- AVGO
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Polen Capital Management - Polen Capital Management | 6.38% | Reduce -27.3% | 1,960,209 | $740.47M |
| 2 | Chase Coleman - Tiger Global Management | 2.76% | Reduce -51.1% | 1,754,062 | $662.6M |
| 3 | Jensen Investment Management - Jensen Investment Management | 3.59% | Reduce -12.0% | 392,082 | $148.11M |
| 4 | William Von Mueffling - Cantillon Capital Management | 10.61% | Reduce -95.4% | 186,760 | $70.55M |
| 5 | David Tepper - Appaloosa Management | 0.76% | New | 150,000 | $56.66M |
| 6 | Torray Funds - Torray Funds | 5.17% | Add +2.0% | 101,468 | $38.33M |
| 7 | First Pacific Advisors - First Pacific Advisors | 0.30% | Add +1.1% | 63,167 | $23.86M |
| 8 | Dodge & Cox - Dodge & Cox | 0.00% | - | 19,290 | $7.29M |
| 9 | Lee Ainslie - Maverick Capital | 0.02% | New | 5,734 | $2.17M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.01% | Add +3.7% | 3,663 | $1.38M |
| 11 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -1.9% | 1,779 | $672.02K |
| 12 | David Katz - Matrix Asset Advisors | 0.03% | Add +1.7% | 1,118 | $422.33K |
| 13 | Sarah Ketterer - Causeway Capital Management | 0.00% | Reduce -4.9% | 802 | $302.96K |
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