Appaloosa LP’s Broadcom AVGO Stock Holding History

Appaloosa LP’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	$56.7M	Buy	+150,000	New	+$60.1M	0.73%	20
2025 Q2	–	Sell	-130,000	Closed	-$21.8M	–	40
2025 Q1	$21.8M	Buy	+130,000	New	+$27.5M	0.26%	34
2023 Q3	–	Sell	-1,200,000	Closed	-$104M	–	34
2023 Q2	$104M	Buy	+1,200,000	New	+$85.6M	1.93%	16
2020 Q3	–	Sell	-2,000,000	Closed	-$63.1M	–	33
2020 Q2	$63.1M	Sell	2,000,000 -330,000	-14%	-$9.24M	1.1%	21
2020 Q1	$55.2M	Sell	2,330,000 -420,000	-15%	-$11.8M	1.69%	15
2019 Q4	$86.9M	Sell	2,750,000 -1,020	-0%	-$31K	2.18%	11
2019 Q3	$75.9M	Buy	+2,751,020	New	+$78.2M	2.22%	11

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Appaloosa LP's AVGO Position: Q2 2026 in Review

Appaloosa LP opened a new position in Broadcom (AVGO) in Q2 2026: 150,000 shares worth $56.7M. The stake represents 0.73% of the portfolio and ranks #20 among its holdings. This is a return to the name: Appaloosa LP previously reported a position in AVGO as recently as Q1 2025.

Appaloosa LP first reported a position in AVGO in Q3 2019 and has held it in 7 quarters since. The position peaked at $104M in Q2 2023. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Appaloosa LP held 150,000 shares of Broadcom worth $56.7M as of Q2 2026.
Broadcom was a new Appaloosa LP position in Q2 2026.
Broadcom made up 0.73% of Appaloosa LP's portfolio in Q2 2026, its #20 holding.
Appaloosa LP first reported a position in Broadcom in Q3 2019 and has held it in 7 quarters since.
Appaloosa LP's Broadcom position peaked at $104M in Q2 2023.
4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.