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Alcosta Capital Management’s Broadcom AVGO Stock Holding History

Alcosta Capital Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
30,817
-1,788
-5% -$717K 7.88% 2
2026
Q1 		$10.1M Sell
32,605
-1,682
-5% -$553K 7.69% 2
2025
Q4 		$11.9M Sell
34,287
-1,793
-5% -$641K 7.47% 2
2025
Q3 		$11.9M Sell
36,080
-560
-2% -$172K 6.41% 2
2025
Q2 		$10.1M Sell
36,640
-152
-0.4% -$33K 5.64% 5
2025
Q1 		$6.16M Sell
36,792
-216
-0.6% -$45.7K 4.11% 8
2024
Q4 		$8.58M Buy
37,008
+89
+0.2% +$16.5K 5% 5
2024
Q3 		$6.37M Buy
36,919
+249
+0.7% +$39.9K 3.81% 12
2024
Q2 		$5.89M Sell
36,670
-210
-0.6% -$29.4K 3.63% 12
2024
Q1 		$4.89M Sell
36,880
-130
-0.4% -$16.1K 3.28% 14
2023
Q4 		$4.13M Sell
37,010
-210
-0.6% -$19.9K 2.99% 17
2023
Q3 		$3.09M Buy
37,220
+150
+0.4% +$13K 2.58% 20
2023
Q2 		$3.22M Buy
+37,070
New +$2.64M 2.61% 18

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alcosta Capital Management's AVGO Position: Q2 2026 in Review

Alcosta Capital Management reduced its Broadcom (AVGO) stake by 5.5% in Q2 2026, selling an estimated $717K and leaving 30,817 shares worth $11.6M. The position accounts for 7.88% of the portfolio, ranked #2.

Alcosta Capital Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alcosta Capital Management held 30,817 shares of Broadcom worth $11.6M as of Q2 2026.
  • Alcosta Capital Management sold 1,788 Broadcom shares in Q2 2026, an estimated $717K.
  • Broadcom made up 7.88% of Alcosta Capital Management's portfolio in Q2 2026, its #2 holding.
  • Alcosta Capital Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • Alcosta Capital Management's Broadcom position peaked at $11.9M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alcosta Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.