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Capricorn Fund Managers’s Broadcom AVGO Stock Holding History

Capricorn Fund Managers’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 		$17.9M Buy
+47,500
New +$19M 1.41% 20
2024
Q1 		– Sell
-56,000
Closed -$6.25M – 58
2023
Q4 		$6.25M Buy
56,000
+20,000
+56% +$1.89M 3.44% 7
2023
Q3 		$2.99M Buy
36,000
+5,000
+16% +$433K 1.04% 28
2023
Q2 		$2.69M Buy
+31,000
New +$2.21M 0.97% 23

Other funds holding AVGO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capricorn Fund Managers's AVGO Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in Broadcom (AVGO) in Q2 2026: 47,500 shares worth $17.9M. The stake represents 1.41% of the portfolio and ranks #20 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in AVGO as recently as Q4 2023.

Capricorn Fund Managers first reported a position in AVGO in Q2 2023 and has held it in 4 quarters since. 2,599 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Capricorn Fund Managers held 47,500 shares of Broadcom worth $17.9M as of Q2 2026.
  • Broadcom was a new Capricorn Fund Managers position in Q2 2026.
  • Broadcom made up 1.41% of Capricorn Fund Managers's portfolio in Q2 2026, its #20 holding.
  • Capricorn Fund Managers first reported a position in Broadcom in Q2 2023 and has held it in 4 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.