BC
AVGO icon

Beaconlight Capital’s Broadcom AVGO Stock Holding History

Beaconlight Capital’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 		$2.64M Buy
+8,516
New +$2.8M 1.39% 22
2014
Q1 		– Sell
-500,000
Closed -$2.64M – 21
2013
Q4 		$2.64M Buy
500,000
+130,000
+35% +$598K 3.44% 12
2013
Q3 		$1.59M Buy
+370,000
New +$1.42M 1.93% 18

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

Beaconlight Capital's AVGO Position: Q1 2026 in Review

Beaconlight Capital opened a new position in Broadcom (AVGO) in Q1 2026: 8,516 shares worth $2.64M. The stake represents 1.39% of the portfolio and ranks #22 among its holdings. This is a return to the name: Beaconlight Capital previously reported a position in AVGO as recently as Q4 2013.

Beaconlight Capital first reported a position in AVGO in Q3 2013 and has held it in 3 quarters since. The position peaked at $2.64M in Q4 2013. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Beaconlight Capital held 8,516 shares of Broadcom worth $2.64M as of Q1 2026.
  • Broadcom was a new Beaconlight Capital position in Q1 2026.
  • Broadcom made up 1.39% of Beaconlight Capital's portfolio in Q1 2026, its #22 holding.
  • Beaconlight Capital first reported a position in Broadcom in Q3 2013 and has held it in 3 quarters since.
  • Beaconlight Capital's Broadcom position peaked at $2.64M in Q4 2013.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.