Carmignac Gestion’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$167M Buy
541,651
+402,571
+289% +$132M 2.57% 15
2025
Q4
$48.1M Sell
139,080
-60,744
-30% -$21.7M 0.65% 33
2025
Q3
$65.9M Sell
199,824
-633,300
-76% -$194M 0.98% 27
2025
Q2
$230M Buy
833,124
+9,440
+1% +$2.05M 3.53% 9
2025
Q1
$138M Sell
823,684
-172,637
-17% -$36.5M 2.26% 16
2024
Q4
$231M Buy
996,321
+209,551
+27% +$38.8M 3.68% 10
2024
Q3
$136M Sell
786,770
-594,600
-43% -$95.3M 2.27% 16
2024
Q2
$222M Buy
+1,381,370
New +$194M 3.8% 6
2023
Q3
Sell
-3,000
Closed -$260K 147
2023
Q2
$260K Buy
+3,000
New +$214K ﹤0.01% 151

Other funds holding AVGO