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
Q1 		$29.4M Buy
+95,000
New +$31.3M 0.05% 90

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management's AVGO Position: Q1 2026 in Review

Alkeon Capital Management opened a new position in Broadcom (AVGO) in Q1 2026: 98,090 shares worth $30.4M. The stake represents 0.05% of the portfolio and ranks #89 among its holdings. This is a return to the name: Alkeon Capital Management previously reported a position in AVGO as recently as Q4 2018.

Alkeon Capital Management first reported a position in AVGO in Q2 2017 and has held it in 8 quarters since. The position peaked at $117M in Q2 2017. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Alkeon Capital Management held 98,090 shares of Broadcom worth $30.4M as of Q1 2026.
  • Broadcom was a new Alkeon Capital Management position in Q1 2026.
  • Broadcom made up 0.05% of Alkeon Capital Management's portfolio in Q1 2026, its #89 holding.
  • Alkeon Capital Management first reported a position in Broadcom in Q2 2017 and has held it in 8 quarters since.
  • Alkeon Capital Management's Broadcom position peaked at $117M in Q2 2017.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.