← Top Holdings

AVGOBROADCOM INC

CUSIP: 11135F101

🔥 Bought by 3 superinvestors this quarter

15

Guru Owners

$6.99B

Total Value Held

20.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	5510227	$1.91B	4.77%	$346.10	Q4 2025
William Von Mueffling	Cantillon Capital Management	4604301	$1.59B	8.62%	$346.10	Q4 2025
Polen Capital	Polen Capital Management	3531637	$1.22B	5.22%	$346.10	Q4 2025
Chase Coleman	Tiger Global Management	2875614	$995.3M	3.35%	$346.10	Q4 2025
Stephen Mandel	Lone Pine Capital	1730216	$598.8M	4.40%	$346.10	Q4 2025
Ray Dalio	Bridgewater Associates	1165740	$403.5M	1.47%	$346.10	Q4 2025
Dan Sundheim	D1 Capital Partners	358548	$124.1M	1.16%	$346.10	Q4 2025
Jensen Investment Management	Jensen Investment Management	178441	$61.8M	0.97%	$346.10	Q4 2025
FPA Queens Road	Bragg Financial Advisors	118321	$41.0M	1.33%	$346.10	Q4 2025
Steven Romick	First Pacific Advisors	86111	$29.8M	0.39%	$346.10	Q4 2025
Dodge & Cox	Dodge & Cox	20580	$7.1M	0.00%	$346.10	Q4 2025
Mairs & Power	Mairs & Power	3323	$1.2M	0.01%	$346.10	Q4 2025
Bill Nygren	Harris Associates	1710	$592K	0.00%	$346.10	Q4 2025
David Katz	Matrix Asset Advisors	1099	$380K	0.03%	$346.10	Q4 2025
Sarah Ketterer	Causeway Capital Management	827	$286K	0.00%	$346.10	Q4 2025

Philippe Laffont

$1.91B

4.77%

William Von Mueffling

$1.59B

8.62%

$1.22B

5.22%

$995.3M

3.35%

$598.8M

4.40%

$403.5M

1.47%

$124.1M

1.16%

Jensen Investment Management

$61.8M

0.97%

FPA Queens Road

$41.0M

1.33%

$29.8M

0.39%

$7.1M

0.00%

$1.2M

0.01%

$592K

0.00%

$380K

0.03%

$286K

0.00%

📊 Fundamentals

Market Cap$1.9T

P/E Ratio78.1x

Above market avg

Forward P/E22.1x

P/FCF74.3x

EPS (TTM)$5.12

Revenue (TTM)$68.3B

Profit Margin36.57%

Div Yield0.65%

Beta1.25

52-Week Range

$165.22

$414.61

Current: $399.63

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 78.1x trailing earnings → 22.1x forward · 36.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '2515 owners · $6.99B

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

NEWJensen Investment Management$61.8M

REDUCEDFPA Queens Road$41.0M

INCREASEDSteven Romick$29.8M

REDUCEDDodge & Cox$7.1M

REDUCEDMairs & Power$1.2M

REDUCEDDavid Katz$380K

NEWSarah Ketterer$286K

Q3 '2513 owners · $6.99B

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

REDUCEDFPA Queens Road$41.4M

REDUCEDSteven Romick$37.8M

REDUCEDDodge & Cox$6.9M

NEWMairs & Power$1.3M

REDUCEDBill Nygren$564K

INCREASEDDavid Katz$369K

SOLDStanley Druckenmiller

Q2 '2510 owners · $4.23B

INCREASEDPhilippe Laffont$1.56B

REDUCEDWilliam Von Mueffling$1.51B

INCREASEDChase Coleman$745.1M

REDUCEDRay Dalio$317.8M

REDUCEDFPA Queens Road$36.1M

REDUCEDSteven Romick$32.9M

NEWStanley Druckenmiller$23.7M

INCREASEDDodge & Cox$5.8M

NEWBill Nygren$560K

NEWDavid Katz$301K

SOLDDavid Tepper

Q1 '258 owners · $2.27B

NEWWilliam Von Mueffling$1.06B

INCREASEDPhilippe Laffont$598.1M

INCREASEDChase Coleman$380.3M

INCREASEDRay Dalio$156.8M

NEWSteven Romick$32.7M

NEWFPA Queens Road$23.3M

NEWDavid Tepper$21.8M

REDUCEDDodge & Cox$3.5M

Q4 '245 owners · $1.40B

REDUCEDPhilippe Laffont$817.5M

REDUCEDRay Dalio$152.4M

REDUCEDDodge & Cox$5.4M

NEWDavid Katz$246K

SOLDLee Ainslie

SOLDStanley Druckenmiller

Q3 '246 owners · $1.34B

INCREASEDPhilippe Laffont$745.7M

INCREASEDChase Coleman$318.3M

INCREASEDRay Dalio$164.8M

NEWLee Ainslie$62.0M

NEWStanley Druckenmiller$41.4M

REDUCEDDodge & Cox$6.1M

SOLDAndreas Halvorsen

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

52%analyst est. 51.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

37.4%current: 37.4%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

AVGO: Held by 15 superinvestors · 50 congress member trades

BUYDavid TaylorR

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

SELLDavid TaylorR

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

SELLDavid TaylorR

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

BUYGil CisnerosD

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

SELLDan NewhouseR

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

BUYGil CisnerosD

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

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

SELLLisa McClainR

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

BUYMichael McCaulR

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

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

$15,001 - $50,0002025-10-27

SELLMichael McCaulR

$50,001 - $100,0002025-10-27

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

SELLJulia LetlowR

$1,001 - $15,0002025-10-16

BUYJared MoskowitzD

$15,001 - $50,0002025-10-10

BUYJared MoskowitzD

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

SELLMichael McCaulR

$1,001 - $15,0002025-08-29

BUYMichael McCaulR

$1,001 - $15,0002025-08-29

SELLMichael McCaulR

$15,001 - $50,0002025-08-21

AVGO Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker