Davidson Kahn Capital Management’s Broadcom AVGO Stock Holding History

Davidson Kahn Capital 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
2026 Q2	$2.28M	Buy	6,031 +4,509	+296%	+$1.81M	0.98%	29
2026 Q1	$471K	Buy	1,522 +35	+2%	+$11.5K	0.25%	44
2025 Q4	$515K	Buy	1,487 +270	+22%	+$96.6K	0.27%	52
2025 Q3	$401K	Buy	1,217 +113	+10%	+$34.7K	0.22%	54
2025 Q2	$307K	Buy	1,104 +215	+24%	+$46.7K	0.2%	52
2025 Q1	$149K	Buy	889 +100	+13%	+$21.2K	0.11%	54
2024 Q4	$183K	Buy	+789	New	+$146K	0.17%	53

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Davidson Kahn Capital Management's AVGO Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Broadcom (AVGO) stake by 296% in Q2 2026, buying an estimated $1.81M and bringing the position to 6,031 shares worth $2.28M. The position accounts for 0.98% of the portfolio, ranked #29.

Davidson Kahn Capital Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Davidson Kahn Capital Management held 6,031 shares of Broadcom worth $2.28M as of Q2 2026.
Davidson Kahn Capital Management bought 4,509 Broadcom shares in Q2 2026, an estimated $1.81M.
Broadcom made up 0.98% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #29 holding.
Davidson Kahn Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.