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Discovery Capital Management’s Broadcom AVGO Stock Holding History

Discovery 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
2017
Q1 		– Sell
-3,955,000
Closed -$69.9M – 94
2016
Q4 		$69.9M Sell
3,955,000
-45,000
-1% -$780K 1.18% 33
2016
Q3 		$69M Hold
4,000,000
– – 1.46% 26
2016
Q2 		$62.2M Buy
+4,000,000
New +$60.9M 1.43% 26
2016
Q1 		– Sell
-1,800,000
Closed -$26.1M – 101
2015
Q4 		$26.1M Buy
+1,800,000
New +$23.4M 0.31% 66

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

Discovery Capital Management's AVGO Position: Q1 2026 in Review

Discovery Capital Management sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 83,200 shares — an estimated $28.8M sold.

Discovery Capital Management first reported a position in AVGO in Q4 2015 and held it in 12 quarters. The position peaked at $277M in Q1 2016. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Discovery Capital Management reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Discovery Capital Management sold 83,200 Broadcom shares in Q1 2026, an estimated $28.8M.
  • Discovery Capital Management first reported a position in Broadcom in Q4 2015 and held it in 12 quarters.
  • Discovery Capital Management's Broadcom position peaked at $277M in Q1 2016.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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