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AVGOBROADCOM INC

CUSIP: 11135F101

🔥 Bought by 4 superinvestors this quarter

17

Guru Owners

$5.76B

Total Value Held

16.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	5846831	$2.21B	4.54%	$377.75	Q2 2026
William Von Mueffling	Cantillon Capital Management	4056002	$1.26B	8.34%	$309.51	Q1 2026
Polen Capital	Polen Capital Management	1960209	$740.5M	6.38%	$377.75	Q2 2026
Chase Coleman	Tiger Global Management	1754062	$662.6M	2.76%	$377.75	Q2 2026
Ray Dalio	Bridgewater Associates	1317923	$497.8M	2.04%	$377.75	Q2 2026
Jensen Investment Management	Jensen Investment Management	392082	$148.1M	3.59%	$377.75	Q2 2026
Wally Obermeyer	Obermeyer Wealth Partners	192213	$72.6M	2.97%	$377.75	Q2 2026
David Tepper	Appaloosa Management	150000	$56.7M	0.73%	$377.75	Q2 2026
FPA Queens Road	Bragg Financial Advisors	118404	$44.7M	1.20%	$377.75	Q2 2026
Torray LLC	Torray LLC	101468	$38.3M	5.17%	$377.75	Q2 2026
Steven Romick	First Pacific Advisors	63167	$23.9M	0.29%	$377.75	Q2 2026
Dodge & Cox	Dodge & Cox	19290	$7.3M	0.00%	$377.75	Q2 2026
Lee Ainslie	Maverick Capital	5734	$2.2M	0.02%	$377.75	Q2 2026
Mairs & Power	Mairs & Power	3663	$1.4M	0.01%	$377.75	Q2 2026
Bill Nygren	Harris Associates	1779	$672K	0.00%	$377.75	Q2 2026
David Katz	Matrix Asset Advisors	1118	$422K	0.03%	$377.75	Q2 2026
Sarah Ketterer	Causeway Capital Management	802	$303K	0.00%	$377.75	Q2 2026

Philippe Laffont

$2.21B

4.54%

William Von Mueffling

$1.26B

8.34%

$740.5M

6.38%

$662.6M

2.76%

$497.8M

2.04%

Jensen Investment Management

$148.1M

3.59%

Wally Obermeyer

$72.6M

2.97%

$56.7M

0.73%

FPA Queens Road

$44.7M

1.20%

$38.3M

5.17%

$23.9M

0.29%

$7.3M

0.00%

$2.2M

0.02%

$1.4M

0.01%

$672K

0.00%

$422K

0.03%

$303K

0.00%

Who owns AVGO? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2616 owners · $4.51B

INCREASEDPhilippe Laffont$2.21B

REDUCEDPolen Capital$740.5M

REDUCEDChase Coleman$662.6M

REDUCEDRay Dalio$497.8M

REDUCEDJensen Investment Management$148.1M

REDUCEDWally Obermeyer$72.6M

NEWDavid Tepper$56.7M

INCREASEDFPA Queens Road$44.7M

REDUCEDTorray LLC$38.3M

INCREASEDSteven Romick$23.9M

NEWLee Ainslie$2.2M

INCREASEDMairs & Power$1.4M

REDUCEDBill Nygren$672K

INCREASEDDavid Katz$422K

REDUCEDSarah Ketterer$303K

SOLDWilliam Von Mueffling

SOLDLeopold Aschenbrenner

SOLDDan Sundheim

SOLDStanley Druckenmiller

SOLDDaniel Loeb

Q1 '2619 owners · $7.15B

REDUCEDPhilippe Laffont$1.70B

REDUCEDWilliam Von Mueffling$1.26B

INCREASEDChase Coleman$1.11B

NEWLeopold Aschenbrenner$1.01B

REDUCEDPolen Capital$834.9M

INCREASEDRay Dalio$568.1M

INCREASEDDan Sundheim$303.8M

INCREASEDJensen Investment Management$137.9M

NEWStanley Druckenmiller$60.6M

INCREASEDWally Obermeyer$59.7M

REDUCEDFPA Queens Road$36.1M

INCREASEDTorray LLC$30.8M

REDUCEDSteven Romick$19.3M

NEWDaniel Loeb$15.5M

REDUCEDDodge & Cox$6.0M

INCREASEDMairs & Power$1.1M

INCREASEDBill Nygren$561K

INCREASEDSarah Ketterer$261K

SOLDStephen Mandel

Q4 '2517 owners · $7.08B

REDUCEDPhilippe Laffont$1.91B

REDUCEDWilliam Von Mueffling$1.59B

REDUCEDPolen Capital$1.22B

REDUCEDChase Coleman$995.3M

INCREASEDStephen Mandel$598.8M

REDUCEDRay Dalio$403.5M

REDUCEDDan Sundheim$124.1M

REDUCEDWally Obermeyer$66.7M

NEWJensen Investment Management$61.8M

REDUCEDFPA Queens Road$41.0M

REDUCEDTorray LLC$31.5M

INCREASEDSteven Romick$29.8M

REDUCEDDodge & Cox$7.1M

REDUCEDMairs & Power$1.2M

REDUCEDDavid Katz$380K

NEWSarah Ketterer$286K

SOLDLeopold Aschenbrenner

Q3 '2516 owners · $7.16B

INCREASEDPhilippe Laffont$1.90B

REDUCEDWilliam Von Mueffling$1.55B

NEWPolen Capital$1.48B

INCREASEDChase Coleman$953.3M

NEWStephen Mandel$511.2M

INCREASEDRay Dalio$278.9M

NEWDan Sundheim$220.2M

INCREASEDLeopold Aschenbrenner$75.9M

REDUCEDWally Obermeyer$66.5M

REDUCEDFPA Queens Road$41.4M

REDUCEDSteven Romick$37.8M

INCREASEDTorray LLC$31.1M

REDUCEDDodge & Cox$6.9M

INCREASEDMairs & Power$1.3M

REDUCEDBill Nygren$564K

INCREASEDDavid Katz$369K

SOLDStanley Druckenmiller

Q2 '2514 owners · $4.66B

INCREASEDPhilippe Laffont$1.56B

REDUCEDWilliam Von Mueffling$1.51B

INCREASEDChase Coleman$745.1M

NEWLeopold Aschenbrenner$328.5M

REDUCEDRay Dalio$317.8M

REDUCEDWally Obermeyer$56.0M

REDUCEDTorray LLC$41.0M

REDUCEDFPA Queens Road$36.1M

REDUCEDSteven Romick$32.9M

NEWStanley Druckenmiller$23.7M

INCREASEDDodge & Cox$5.8M

REDUCEDMairs & Power$882K

NEWBill Nygren$560K

NEWDavid Katz$301K

SOLDDavid Tepper

Q1 '2511 owners · $2.32B

NEWWilliam Von Mueffling$1.06B

INCREASEDPhilippe Laffont$598.1M

INCREASEDChase Coleman$380.3M

INCREASEDRay Dalio$156.8M

INCREASEDWally Obermeyer$34.9M

REDUCEDSteven Romick$32.7M

REDUCEDFPA Queens Road$23.3M

NEWDavid Tepper$21.8M

REDUCEDTorray LLC$12.0M

REDUCEDDodge & Cox$3.5M

INCREASEDMairs & Power$566K

🏛️ Congressional Trades

AVGO: Held by 17 superinvestors · 50 congress member trades

BUYDavid J. TaylorR

$1,001 - $15,0002026-07-24

BUYRichard W. Allen

$1,001 - $15,0002026-07-14

SELLDavid J. TaylorR

$1,001 - $15,0002026-04-27

BUYJared MoskowitzD

$1,001 - $15,0002026-03-31

SELLGilbert CisnerosD

$1,001 - $15,0002026-03-25

BUYDavid J. TaylorR

$1,001 - $15,0002026-02-26

SELLJulia LetlowR

$1,001 - $15,0002026-02-12

BUYDavid J. TaylorR

$1,001 - $15,0002026-01-29

BUYDavid TaylorR

$1,001 - $15,0002026-01-29

SELLDavid TaylorR

$1,001 - $15,0002026-01-16

SELLDavid J. TaylorR

$1,001 - $15,0002026-01-16

SELLDavid J. TaylorR

$1,001 - $15,0002026-01-08

SELLDavid TaylorR

$1,001 - $15,0002026-01-08

BUYGil CisnerosD

$1,001 - $15,0002025-12-17

BUYGilbert CisnerosD

$1,001 - $15,0002025-12-17

SELLDan NewhouseR

$1,001 - $15,0002025-12-11

BUYGilbert CisnerosD

$1,001 - $15,0002025-11-18

BUYGil CisnerosD

$1,001 - $15,0002025-11-18

$1,001 - $15,0002025-11-07

BUYMichael McCaulR

$1,001 - $15,0002025-10-31