Bowie Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.4M Buy
115,021
+112,599
+4,649% +$45.1M 1.85% 24
2026
Q1
$750K Buy
+2,422
New +$797K 0.03% 36
2025
Q4
Sell
-72,863
Closed -$24M 34
2025
Q3
$24M Sell
72,863
-5,807
-7% -$1.78M 1.05% 26
2025
Q2
$21.7M Buy
+78,670
New +$17.1M 1.01% 22

Other funds holding AVGO

Bowie Capital Management's AVGO Position: Q2 2026 in Review

Bowie Capital Management increased its Broadcom (AVGO) stake by 4,649% in Q2 2026, buying an estimated $45.1M and bringing the position to 115,021 shares worth $43.4M. The position accounts for 1.85% of the portfolio, ranked #24.

Bowie Capital Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bowie Capital Management held 115,021 shares of Broadcom worth $43.4M as of Q2 2026.
  • Bowie Capital Management bought 112,599 Broadcom shares in Q2 2026, an estimated $45.1M.
  • Broadcom made up 1.85% of Bowie Capital Management's portfolio in Q2 2026, its #24 holding.
  • Bowie Capital Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.