Contour Asset Management’s Broadcom AVGO Stock Holding History

Contour Asset Management’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
2018 Q1	–	Sell	-3,909,000	Closed	-$100M	–	40
2017 Q4	$100M	Buy	+3,909,000	New	+$102M	5.57%	6
2017 Q1	–	Sell	-1,894,000	Closed	-$33.5M	–	28
2016 Q4	$33.5M	Sell	1,894,000 -3,376,000	-64%	-$58.5M	2.37%	19
2016 Q3	$90.9M	Buy	5,270,000 +2,811,000	+114%	+$47M	4.89%	4
2016 Q2	$38.2M	Buy	+2,459,000	New	+$37.5M	2.59%	19

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.