← Top Holdings

AVGOBROADCOM INC

CUSIP: 11135F101

🔥 Bought by 8 superinvestors this quarter

17

Guru Owners

$7.03B

Total Value Held

22.9M

Total Shares

$1.70B
5.86%
$1.26B
8.34%
$1.11B
4.86%
$1.01B
7.36%
$834.9M
5.78%
$568.1M
2.54%
$303.8M
2.70%
$137.9M
2.72%
$36.1M
1.14%
$30.8M
4.52%
$19.3M
0.27%
$15.5M
0.74%
$6.0M
0.00%
$1.1M
0.01%
$340K
0.03%
$261K
0.00%
$61K
1.80%

📊 Fundamentals

Market Cap$1.8T
P/E Ratio62.1x
Above market avg
Forward P/E19.1x
P/FCF64.8x
EPS (TTM)$5.97
Revenue (TTM)$75.5B
Profit Margin38.85%
Div Yield0.70%
Beta1.46

52-Week Range

$269.58
$495.00

Current: $370.78

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 62.1x trailing earnings → 19.1x forward · 38.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.77B$3.55B$5.32B$7.09BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2617 owners · $7.03B
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
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
INCREASEDSarah Ketterer$261K
NEWStanley Druckenmiller$61K
SOLDStephen Mandel
SOLDBill Nygren
Q4 '2516 owners · $7.02B
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
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 '2515 owners · $7.09B
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
REDUCEDFPA Queens Road$41.4M
REDUCEDSteven Romick$37.8M
INCREASEDTorray LLC$31.1M
REDUCEDDodge & Cox$6.9M
NEWMairs & Power$1.3M
REDUCEDBill Nygren$564K
INCREASEDDavid Katz$369K
SOLDStanley Druckenmiller
Q2 '2512 owners · $4.60B
INCREASEDPhilippe Laffont$1.56B
REDUCEDWilliam Von Mueffling$1.51B
INCREASEDChase Coleman$745.1M
NEWLeopold Aschenbrenner$328.5M
REDUCEDRay Dalio$317.8M
REDUCEDTorray LLC$41.0M
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
SOLDMairs & Power
Q1 '2510 owners · $2.28B
NEWWilliam Von Mueffling$1.06B
INCREASEDPhilippe Laffont$598.1M
INCREASEDChase Coleman$380.3M
INCREASEDRay Dalio$156.8M
REDUCEDSteven Romick$32.7M
REDUCEDFPA Queens Road$23.3M
NEWDavid Tepper$21.8M
REDUCEDTorray LLC$12.0M
REDUCEDDodge & Cox$3.5M
INCREASEDMairs & Power$566K
SOLDDavid Katz
Q4 '249 owners · $1.54B
REDUCEDPhilippe Laffont$817.5M
REDUCEDRay Dalio$152.4M
REDUCEDSteven Romick$83.1M
NEWFPA Queens Road$34.0M
NEWTorray LLC$18.6M
REDUCEDDodge & Cox$5.4M
REDUCEDMairs & Power$753K
NEWDavid Katz$246K
SOLDLee Ainslie
SOLDStanley Druckenmiller

💰 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
62%analyst est. 62.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
36.1%current: 36.1%
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 17 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
SELLRo KhannaD
$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
SELLTony WiedR
$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