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 Q1 2026 it was held by 13 managers with an aggregate reported value of $3.47B, which is 0.32% of the combined portfolio.
As of Q1 2026, 13 tracked institutional managers held AVGO (BROADCOM INC) with an aggregate reported value of $3.47B — 0.32% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- AVGO
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | William Von Mueffling - Cantillon Capital Management | 8.34% | Reduce -11.9% | 4,056,002 | $1.26B |
| 2 | Chase Coleman - Tiger Global Management | 4.86% | Add +24.7% | 3,584,814 | $1.11B |
| 3 | Polen Capital Management - Polen Capital Management | 5.78% | Reduce -23.6% | 2,697,567 | $834.92M |
| 4 | Jensen Investment Management - Jensen Investment Management | 2.72% | Add +149.8% | 445,649 | $137.93M |
| 5 | Stanley Druckenmiller - Duquesne Family Office LLC | 2.06% | New | 195,955 | $60.65M |
| 6 | Torray Funds - Torray Funds | 4.52% | Add +9.1% | 99,470 | $30.79M |
| 7 | First Pacific Advisors - First Pacific Advisors | 0.27% | Reduce -27.5% | 62,465 | $19.33M |
| 8 | Daniel Loeb - Third Point | 0.74% | New | 50,000 | $15.48M |
| 9 | Dodge & Cox - Dodge & Cox | 0.00% | Reduce -6.3% | 19,290 | $5.97M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.01% | Add +6.3% | 3,533 | $1.09M |
| 11 | Bill Nygren - Oakmark Funds | 0.00% | Add +6.0% | 1,813 | $561.14K |
| 12 | David Katz - Matrix Asset Advisors | 0.03% | - | 1,099 | $340.15K |
| 13 | Sarah Ketterer - Causeway Capital Management | 0.00% | Add +1.9% | 843 | $260.92K |
Loading holder history for AVGO…