Assenagon Asset Management
AVGO icon

Assenagon Asset Management’s Broadcom AVGO Stock Holding History

Assenagon Asset 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 		$793M Buy
2,099,861
+693,177
+49% +$278M 0.99% 15
2026
Q1 		$435M Sell
1,406,684
-196,439
-12% -$64.6M 0.66% 27
2025
Q4 		$555M Sell
1,603,123
-1,301,907
-45% -$466M 0.76% 25
2025
Q3 		$958M Sell
2,905,030
-1,284,501
-31% -$394M 1.31% 9
2025
Q2 		$1.15B Buy
4,189,531
+3,065,809
+273% +$666M 1.71% 6
2025
Q1 		$188M Sell
1,123,722
-64,071
-5% -$13.6M 0.31% 59
2024
Q4 		$275M Buy
1,187,793
+1,050,951
+768% +$194M 0.44% 39
2024
Q3 		$23.6M Sell
136,842
-3,316,528
-96% -$532M 0.04% 301
2024
Q2 		$554M Buy
3,453,370
+854,550
+33% +$120M 1.23% 16
2024
Q1 		$344M Buy
2,598,820
+1,870,990
+257% +$232M 0.82% 19
2023
Q4 		$81.2M Sell
727,830
-1,518,090
-68% -$144M 0.22% 88
2023
Q3 		$187M Buy
2,245,920
+1,367,520
+156% +$119M 0.58% 27
2023
Q2 		$76.2M Buy
878,400
+283,100
+48% +$20.2M 0.26% 68
2023
Q1 		$38.2M Buy
595,300
+116,440
+24% +$7.01M 0.14% 135
2022
Q4 		$26.8M Sell
478,860
-1,025,320
-68% -$51.4M 0.1% 206
2022
Q3 		$66.8M Buy
1,504,180
+1,463,080
+3,560% +$74.7M 0.26% 86
2022
Q2 		$2M Buy
41,100
+3,850
+10% +$216K 0.01% 834
2022
Q1 		$2.35M Buy
37,250
+1,010
+3% +$60K 0.01% 776
2021
Q4 		$2.41M Buy
36,240
+200
+0.6% +$11.2K 0.01% 752
2021
Q3 		$1.75M Buy
+36,040
New +$1.75M 0.01% 744
2021
Q1 		– Sell
-500
Closed -$22K – 1194
2020
Q4 		$22K Buy
+500
New +$19.5K ﹤0.01% 981
2020
Q2 		– Sell
-559,300
Closed -$13.3M – 1110
2020
Q1 		$13.3M Buy
559,300
+492,820
+741% +$13.9M 0.11% 144
2019
Q4 		$2.1M Buy
66,480
+28,480
+75% +$865K 0.01% 436
2019
Q3 		$1.05M Buy
38,000
+2,000
+6% +$56.9K 0.01% 535
2019
Q2 		$1.04M Sell
36,000
-1,021,000
-97% -$29.8M 0.01% 707
2019
Q1 		$31.8M Buy
+1,057,000
New +$28.7M 0.3% 68

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management's AVGO Position: Q2 2026 in Review

Assenagon Asset Management increased its Broadcom (AVGO) stake by 49% in Q2 2026, buying an estimated $278M and bringing the position to 2,099,861 shares worth $793M. The position accounts for 0.99% of the portfolio, ranked #15.

Assenagon Asset Management first reported a position in AVGO in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.15B in Q2 2025. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Assenagon Asset Management held 2,099,861 shares of Broadcom worth $793M as of Q2 2026.
  • Assenagon Asset Management bought 693,177 Broadcom shares in Q2 2026, an estimated $278M.
  • Broadcom made up 0.99% of Assenagon Asset Management's portfolio in Q2 2026, its #15 holding.
  • Assenagon Asset Management first reported a position in Broadcom in Q1 2019 and has held it in 26 quarters since.
  • Assenagon Asset Management's Broadcom position peaked at $1.15B in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.