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D1 Capital Partners’s Broadcom AVGO Stock Holding History

D1 Capital Partners’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
Q1 		$304M Buy
981,495
+622,947
+174% +$205M 2.7% 17
2025
Q4 		$124M Sell
358,548
-308,852
-46% -$110M 1.16% 33
2025
Q3 		$220M Buy
+667,400
New +$205M 2.53% 17

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

D1 Capital Partners's AVGO Position: Q1 2026 in Review

D1 Capital Partners increased its Broadcom (AVGO) stake by 174% in Q1 2026, buying an estimated $205M and bringing the position to 981,495 shares worth $304M. The position accounts for 2.7% of the portfolio, ranked #17.

D1 Capital Partners first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • D1 Capital Partners held 981,495 shares of Broadcom worth $304M as of Q1 2026.
  • D1 Capital Partners bought 622,947 Broadcom shares in Q1 2026, an estimated $205M.
  • Broadcom made up 2.7% of D1 Capital Partners's portfolio in Q1 2026, its #17 holding.
  • D1 Capital Partners first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on D1 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.