CG
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
2025
Q1 		– Hold
0
– -$32.3K – 154
2024
Q4 		– Hold
0
– – – 149

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmignac Gestion's AVGO Position: Q1 2026 in Review

Carmignac Gestion increased its Broadcom (AVGO) stake by 289% in Q1 2026, buying an estimated $132M and bringing the position to 541,651 shares worth $167M. The position accounts for 2.57% of the portfolio, ranked #15.

Carmignac Gestion first reported a position in AVGO in Q2 2023 and has held it in 9 quarters since. The position peaked at $231M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Carmignac Gestion held 541,651 shares of Broadcom worth $167M as of Q1 2026.
  • Carmignac Gestion bought 402,571 Broadcom shares in Q1 2026, an estimated $132M.
  • Broadcom made up 2.57% of Carmignac Gestion's portfolio in Q1 2026, its #15 holding.
  • Carmignac Gestion first reported a position in Broadcom in Q2 2023 and has held it in 9 quarters since.
  • Carmignac Gestion's Broadcom position peaked at $231M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.