Alkeon Capital Management
AVGO icon

Alkeon Capital Management’s Broadcom AVGO Stock Holding History

Alkeon 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 		$982M Buy
2,600,000
+350,000
+16% +$140M 1.33% 16
2026
Q1 		$696M Buy
2,250,000
+1,248,700
+125% +$411M 1.17% 14
2025
Q4 		$347M Sell
1,001,300
-1,298,700
-56% -$464M 0.55% 40
2025
Q3 		$759M Buy
+2,300,000
New +$706M 1.12% 17
2025
Q2 		– Sell
-980,000
Closed -$164M – 104
2025
Q1 		$164M Sell
980,000
-270,000
-22% -$57.1M 0.34% 49
2024
Q4 		$290M Sell
1,250,000
-1,385,000
-53% -$256M 0.59% 31
2024
Q3 		$455M Buy
+2,635,000
New +$422M 0.78% 21

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

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

Alkeon Capital Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 98,090 shares — an estimated $39.3M sold.

Alkeon Capital Management first reported a position in AVGO in Q2 2017 and held it in 8 quarters. The position peaked at $117M in Q2 2017. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alkeon Capital Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Alkeon Capital Management sold 98,090 Broadcom shares in Q2 2026, an estimated $39.3M.
  • Alkeon Capital Management first reported a position in Broadcom in Q2 2017 and held it in 8 quarters.
  • Alkeon Capital Management's Broadcom position peaked at $117M in Q2 2017.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.