Discovery Capital Management’s BROADCOM CORP CL-A BRCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-1,430,000
Closed -$37.2M 163
2013
Q3
$37.2M Sell
1,430,000
-3,527,000
-71% -$91.8M 0.33% 60
2013
Q2
$168M Buy
+4,957,000
New +$168M 1.79% 16