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Altimeter Capital Management’s Broadcom AVGO Stock Holding History

Altimeter 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 		– Sell
-67,094
Closed -$20.8M – 21
2026
Q1 		$20.8M Buy
67,094
+34,965
+109% +$11.5M 0.36% 12
2025
Q4 		$11.1M Sell
32,129
-712,647
-96% -$255M 0.17% 17
2025
Q3 		$246M Buy
+744,776
New +$228M 3.24% 10
2024
Q4 		– Sell
-396,895
Closed -$68.5M – 25
2024
Q3 		$68.5M Buy
+396,895
New +$63.6M 1.01% 16
2024
Q2 		– Sell
-396,100
Closed -$52.5M – 21
2024
Q1 		$52.5M Buy
+396,100
New +$49.1M 0.81% 12

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

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

Altimeter Capital Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 67,094 shares — an estimated $20.8M sold.

Altimeter Capital Management first reported a position in AVGO in Q1 2024 and held it in 5 quarters. The position peaked at $246M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Altimeter Capital Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Altimeter Capital Management sold 67,094 Broadcom shares in Q2 2026, an estimated $20.8M.
  • Altimeter Capital Management first reported a position in Broadcom in Q1 2024 and held it in 5 quarters.
  • Altimeter Capital Management's Broadcom position peaked at $246M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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