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
2024 Q2	–	Sell	-350,000	Closed	-$46.4M	–	1418
2024 Q1	$46.4M	Hold	350,000	–	–	0.11%	151
2023 Q4	$39.1M	Hold	350,000	–	–	0.1%	157
2023 Q3	$29.1M	Hold	350,000	–	–	0.09%	189
2023 Q2	$30.4M	Hold	350,000	–	–	0.11%	153
2023 Q1	$22.5M	Sell	350,000 -250,000	-42%	-$15M	0.08%	218
2022 Q4	$33.5M	Buy	+600,000	New	+$30.1M	0.12%	173
2021 Q1	–	Sell	-530,000	Closed	-$23.2M	–	1195
2020 Q4	$23.2M	Buy	+530,000	New	+$20.7M	0.1%	149

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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. 1,441 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.
1,441 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.