Dmitry Balyasny’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.4M | Sell |
157,244
-339,410
| -68% | -$136M | 0.07% | 317 |
|
|
2026
Q1 | $154M | Sell |
496,654
-994,922
| -67% | -$327M | 0.2% | 90 |
|
|
2025
Q4 | $516M | Buy |
1,491,576
+905,038
| +154% | +$324M | 0.66% | 16 |
|
|
2025
Q3 | $194M | Sell |
586,538
-688,330
| -54% | -$211M | 0.25% | 73 |
|
|
2025
Q2 | $351M | Buy |
1,274,868
+909,189
| +249% | +$197M | 0.53% | 20 |
|
|
2025
Q1 | $61.2M | Sell |
365,679
-785,206
| -68% | -$166M | 0.1% | 246 |
|
|
2024
Q4 | $267M | Buy |
1,150,885
+1,108,855
| +2,638% | +$205M | 0.4% | 33 |
|
|
2024
Q3 | $7.25M | Sell |
42,030
-1,436,050
| -97% | -$230M | 0.01% | 1096 |
|
|
2024
Q2 | $237M | Sell |
1,478,080
-1,318,750
| -47% | -$185M | 0.42% | 26 |
|
|
2024
Q1 | $371M | Buy |
2,796,830
+2,760,710
| +7,643% | +$342M | 0.65% | 14 |
|
|
2023
Q4 | $4.03M | Sell |
36,120
-31,340
| -46% | -$2.97M | 0.01% | 1198 |
|
|
2023
Q3 | $5.6M | Sell |
67,460
-12,110
| -15% | -$1.05M | 0.01% | 1065 |
|
|
2023
Q2 | $6.9M | Sell |
79,570
-135,720
| -63% | -$9.68M | 0.02% | 940 |
|
|
2023
Q1 | $13.8M | Sell |
215,290
-651,320
| -75% | -$39.2M | 0.03% | 655 |
|
|
2022
Q4 | $48.5M | Sell |
866,610
-1,574,620
| -65% | -$79M | 0.13% | 196 |
|
|
2022
Q3 | $108M | Buy |
2,441,230
+1,683,140
| +222% | +$86M | 0.33% | 44 |
|
|
2022
Q2 | $36.8M | Sell |
758,090
-330,570
| -30% | -$18.6M | 0.12% | 229 |
|
|
2022
Q1 | $68.6M | Buy |
1,088,660
+992,570
| +1,033% | +$59M | 0.22% | 81 |
|
|
2021
Q4 | $6.39M | Sell |
96,090
-152,100
| -61% | -$8.55M | 0.02% | 774 |
|
|
2021
Q3 | $12M | Buy |
+248,190
| New | +$12.1M | 0.05% | 501 |
|
|
2021
Q1 | – | Sell |
-124,230
| Closed | -$5.44M | – | 1742 |
|
|
2020
Q4 | $5.44M | Buy |
+124,230
| New | +$4.84M | 0.03% | 617 |
|
|
2020
Q2 | – | Sell |
-104,990
| Closed | -$2.49M | – | 1119 |
|
|
2020
Q1 | $2.49M | Sell |
104,990
-1,286,400
| -92% | -$36.2M | 0.03% | 574 |
|
|
2019
Q4 | $44M | Buy |
1,391,390
+290,020
| +26% | +$8.81M | 0.26% | 93 |
|
|
2019
Q3 | $30.4M | Sell |
1,101,370
-1,226,680
| -53% | -$34.9M | 0.21% | 138 |
|
|
2019
Q2 | $67M | Buy |
2,328,050
+1,004,850
| +76% | +$29.3M | 0.43% | 43 |
|
|
2019
Q1 | $39.8M | Buy |
1,323,200
+622,720
| +89% | +$16.9M | 0.26% | 95 |
|
|
2018
Q4 | $17.8M | Buy |
700,480
+7,360
| +1% | +$174K | 0.13% | 221 |
|
|
2018
Q3 | $17.1M | Buy |
693,120
+672,630
| +3,283% | +$15.1M | 0.08% | 341 |
|
|
2018
Q2 | $497K | Sell |
20,490
-1,751,000
| -99% | -$42.9M | ﹤0.01% | 1357 |
|
|
2018
Q1 | $41.7M | Buy |
1,771,490
+1,239,120
| +233% | +$31.2M | 0.17% | 157 |
|
|
2017
Q4 | $13.7M | Buy |
532,370
+12,040
| +2% | +$313K | 0.04% | 538 |
|
|
2017
Q3 | $12.6M | Sell |
520,330
-4,005,960
| -89% | -$99M | 0.05% | 427 |
|
|
2017
Q2 | $105M | Buy |
4,526,290
+1,232,450
| +37% | +$28.6M | 0.44% | 38 |
|
|
2017
Q1 | $72.1M | Buy |
3,293,840
+2,869,630
| +676% | +$59.1M | 0.34% | 60 |
|
|
2016
Q4 | $7.5M | Sell |
424,210
-86,180
| -17% | -$1.49M | 0.04% | 570 |
|
|
2016
Q3 | $8.8M | Buy |
510,390
+480,390
| +1,601% | +$8.03M | 0.05% | 414 |
|
|
2016
Q2 | $466K | Sell |
30,000
-3,359,570
| -99% | -$51.2M | ﹤0.01% | 835 |
|
|
2016
Q1 | $52.4M | Sell |
3,389,570
-1,197,190
| -26% | -$16.2M | 0.31% | 77 |
|
|
2015
Q4 | $66.6M | Buy |
4,586,760
+2,288,570
| +100% | +$29.7M | 0.46% | 45 |
|
|
2015
Q3 | $28.7M | Sell |
2,298,190
-6,726,440
| -75% | -$85M | 0.21% | 125 |
|
|
2015
Q2 | $120M | Buy |
9,024,630
+5,178,430
| +135% | +$67.9M | 0.74% | 17 |
|
|
2015
Q1 | $48.8M | Buy |
+3,846,200
| New | +$44.1M | 0.39% | 59 |
|
Other funds holding AVGO
Dmitry Balyasny's AVGO Position: Q2 2026 in Review
Dmitry Balyasny reduced its Broadcom (AVGO) stake by 68% in Q2 2026, selling an estimated $136M and leaving 157,244 shares worth $59.4M. The position accounts for 0.07% of the portfolio, ranked #317.
Dmitry Balyasny first reported a position in AVGO in Q1 2015 and has held it in 42 quarters since. The position peaked at $516M in Q4 2025. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Dmitry Balyasny held 157,244 shares of Broadcom worth $59.4M as of Q2 2026.
- Dmitry Balyasny sold 339,410 Broadcom shares in Q2 2026, an estimated $136M.
- Broadcom made up 0.07% of Dmitry Balyasny's portfolio in Q2 2026, its #317 holding.
- Dmitry Balyasny first reported a position in Broadcom in Q1 2015 and has held it in 42 quarters since.
- Dmitry Balyasny's Broadcom position peaked at $516M in Q4 2025.
- 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.