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AVGO icon

Carmignac Gestion’s Broadcom AVGO Stock Holding History

Carmignac Gestion’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 		$511M Buy
1,354,155
+812,504
+150% +$326M 6.64% 2
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carmignac Gestion's AVGO Position: Q2 2026 in Review

Carmignac Gestion increased its Broadcom (AVGO) stake by 150% in Q2 2026, buying an estimated $326M and bringing the position to 1,354,155 shares worth $511M. The position accounts for 6.64% of the portfolio, ranked #2.

Carmignac Gestion first reported a position in AVGO in Q2 2023 and has held it in 10 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carmignac Gestion held 1,354,155 shares of Broadcom worth $511M as of Q2 2026.
  • Carmignac Gestion bought 812,504 Broadcom shares in Q2 2026, an estimated $326M.
  • Broadcom made up 6.64% of Carmignac Gestion's portfolio in Q2 2026, its #2 holding.
  • Carmignac Gestion first reported a position in Broadcom in Q2 2023 and has held it in 10 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.