Bowie Capital Management’s Broadcom AVGO Stock Holding History

Bowie Capital 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	$18.9M	Buy	+50,000	New	+$20M	0.8%	32

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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. 4,095 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.
4,095 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.