Davidson Kempner Capital Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.7M	Sell	75,000 -50,000	-40%	-$13.8M	0.34%	85
2025 Q1	$20.9M	Buy	+125,000	New	+$20.9M	0.35%	80
2024 Q4	–	Sell	-75,000	Closed	-$12.9M	–	200
2024 Q3	$12.9M	Buy	+75,000	New	+$12.9M	0.28%	87