Contour Asset Management’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 | $153M | Buy |
494,842
+301,896
| +156% | +$99.3M | 4.98% | 5 |
|
|
2025
Q4 | $66.8M | Sell |
192,946
-113,797
| -37% | -$40.7M | 1.56% | 21 |
|
|
2025
Q3 | $101M | Sell |
306,743
-124,963
| -29% | -$38.3M | 2.54% | 18 |
|
|
2025
Q2 | $119M | Buy |
431,706
+161,206
| +60% | +$35M | 3.89% | 11 |
|
|
2025
Q1 | $45.3M | Buy |
+270,500
| New | +$57.3M | 1.89% | 20 |
|
|
2024
Q4 | – | Sell |
-566,674
| Closed | -$97.8M | – | 29 |
|
|
2024
Q3 | $97.8M | Buy |
566,674
+128,494
| +29% | +$20.6M | 3.23% | 14 |
|
|
2024
Q2 | $70.4M | Sell |
438,180
-267,750
| -38% | -$37.5M | 2.38% | 20 |
|
|
2024
Q1 | $93.6M | Sell |
705,930
-328,690
| -32% | -$40.7M | 3.65% | 10 |
|
|
2023
Q4 | $115M | Buy |
1,034,620
+68,790
| +7% | +$6.51M | 4.77% | 11 |
|
|
2023
Q3 | $80.2M | Buy |
965,830
+252,870
| +35% | +$21.9M | 3.82% | 11 |
|
|
2023
Q2 | $61.8M | Buy |
+712,960
| New | +$50.8M | 2.79% | 15 |
|
|
2019
Q1 | – | Sell |
-24,060
| Closed | -$612K | – | 33 |
|
|
2018
Q4 | $612K | Sell |
24,060
-69,770
| -74% | -$1.65M | 0.06% | 32 |
|
|
2018
Q3 | $2.31M | Sell |
93,830
-1,165,750
| -93% | -$26.1M | 0.08% | 41 |
|
|
2018
Q2 | $30.6M | Sell |
1,259,580
-951,390
| -43% | -$23.3M | 1.26% | 27 |
|
|
2018
Q1 | $52.1M | Buy |
2,210,970
+2,043,390
| +1,219% | +$51.4M | 2.68% | 17 |
|
|
2017
Q4 | $4.3M | Sell |
167,580
-1,499,450
| -90% | -$39M | 0.24% | 27 |
|
|
2017
Q3 | $40.4M | Sell |
1,667,030
-740,090
| -31% | -$18.3M | 2.27% | 19 |
|
|
2017
Q2 | $56.1M | Buy |
2,407,120
+371,920
| +18% | +$8.63M | 3.39% | 14 |
|
|
2017
Q1 | $44.6M | Sell |
2,035,200
-701,360
| -26% | -$14.4M | 2.94% | 19 |
|
|
2016
Q4 | $48.4M | Buy |
2,736,560
+251,320
| +10% | +$4.35M | 3.43% | 16 |
|
|
2016
Q3 | $42.9M | Sell |
2,485,240
-1,141,680
| -31% | -$19.1M | 2.31% | 20 |
|
|
2016
Q2 | $56.4M | Sell |
3,626,920
-1,147,790
| -24% | -$17.5M | 3.82% | 11 |
|
|
2016
Q1 | $73.8M | Sell |
4,774,710
-1,191,460
| -20% | -$16.1M | 4.71% | 5 |
|
|
2015
Q4 | $86.6M | Sell |
5,966,170
-1,368,100
| -19% | -$17.8M | 5.1% | 6 |
|
|
2015
Q3 | $91.7M | Sell |
7,334,270
-1,271,420
| -15% | -$16.1M | 5.29% | 3 |
|
|
2015
Q2 | $114M | Buy |
8,605,690
+867,920
| +11% | +$11.4M | 5.61% | 2 |
|
|
2015
Q1 | $98.3M | Sell |
7,737,770
-333,820
| -4% | -$3.83M | 5.55% | 1 |
|
|
2014
Q4 | $81.2M | Sell |
8,071,590
-693,320
| -8% | -$6.19M | 4.69% | 4 |
|
|
2014
Q3 | $76.3M | Buy |
+8,764,910
| New | +$68.4M | 3.7% | 6 |
|
|
2014
Q1 | – | Sell |
-6,779,790
| Closed | -$35.9M | – | 43 |
|
|
2013
Q4 | $35.9M | Buy |
6,779,790
+4,029,790
| +147% | +$18.5M | 1.98% | 22 |
|
|
2013
Q3 | $11.9M | Buy |
+2,750,000
| New | +$10.6M | 0.66% | 44 |
|
Other funds holding AVGO
VCM
VPM
Contour Asset Management's AVGO Position: Q1 2026 in Review
Contour Asset Management increased its Broadcom (AVGO) stake by 156% in Q1 2026, buying an estimated $99.3M and bringing the position to 494,842 shares worth $153M. The position accounts for 4.98% of the portfolio, ranked #5.
Contour Asset Management first reported a position in AVGO in Q3 2013 and has held it in 31 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Contour Asset Management held 494,842 shares of Broadcom worth $153M as of Q1 2026.
- Contour Asset Management bought 301,896 Broadcom shares in Q1 2026, an estimated $99.3M.
- Broadcom made up 4.98% of Contour Asset Management's portfolio in Q1 2026, its #5 holding.
- Contour Asset Management first reported a position in Broadcom in Q3 2013 and has held it in 31 quarters since.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.