CG
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Carmignac Gestion’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230M Buy
833,124
+9,440
+1% +$2.6M 3.53% 9
2025
Q1
$138M Sell
823,684
-172,637
-17% -$28.9M 2.26% 16
2024
Q4
$231M Buy
996,321
+209,551
+27% +$48.6M 3.68% 10
2024
Q3
$136M Buy
786,770
+648,633
+470% +$112M 2.27% 16
2024
Q2
$222M Buy
+138,137
New +$222M 3.8% 6
2023
Q3
Sell
-300
Closed -$260K 146
2023
Q2
$260K Buy
+300
New +$260K ﹤0.01% 151