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Blue Whale Capital’s Broadcom AVGO Stock Holding History

Blue Whale 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
Q2 		$200M Buy
530,478
+90,992
+21% +$36.5M 6.36% 5
2026
Q1 		$136M Buy
439,486
+83,688
+24% +$27.5M 6.47% 6
2025
Q4 		$123M Sell
355,798
-8,382
-2% -$3M 6.32% 6
2025
Q3 		$120M Sell
364,180
-231,837
-39% -$71.1M 6.65% 4
2025
Q2 		$164M Sell
596,017
-23,192
-4% -$5.04M 10.75% 3
2025
Q1 		$104M Sell
619,209
-65,371
-10% -$13.8M 8.39% 3
2024
Q4 		$159M Sell
684,580
-184,665
-21% -$34.2M 11.79% 1
2024
Q3 		$150M Buy
869,245
+244,595
+39% +$39.2M 11.67% 2
2024
Q2 		$10M Buy
624,650
+326,650
+110% +$45.8M 0.96% 18
2024
Q1 		$39.5M Buy
+298,000
New +$36.9M 4.17% 10

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

Blue Whale Capital's AVGO Position: Q2 2026 in Review

Blue Whale Capital increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $36.5M and bringing the position to 530,478 shares worth $200M. The position accounts for 6.36% of the portfolio, ranked #5.

Blue Whale Capital first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blue Whale Capital held 530,478 shares of Broadcom worth $200M as of Q2 2026.
  • Blue Whale Capital bought 90,992 Broadcom shares in Q2 2026, an estimated $36.5M.
  • Broadcom made up 6.36% of Blue Whale Capital's portfolio in Q2 2026, its #5 holding.
  • Blue Whale Capital first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.