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Dmitry Balyasny’s Broadcom AVGO Stock Holding History

Dmitry Balyasny’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 		$143M Buy
379,700
+301,900
+388% +$121M 0.18% 125
2026
Q1 		$24.1M Sell
77,800
-1,600
-2% -$526K 0.03% 610
2025
Q4 		$27.5M Sell
79,400
-38,400
-33% -$13.7M 0.03% 574
2025
Q3 		$38.9M Sell
117,800
-36,000
-23% -$11M 0.05% 454
2025
Q2 		$42.4M Sell
153,800
-119,400
-44% -$25.9M 0.06% 393
2025
Q1 		$45.7M Buy
273,200
+27,000
+11% +$5.71M 0.08% 333
2024
Q4 		$57.1M Sell
246,200
-34,700
-12% -$6.42M 0.09% 288
2024
Q3 		$48.5M Sell
280,900
-100
-0% -$16K 0.08% 316
2024
Q2 		$45.1M Sell
281,000
-311,000
-53% -$43.6M 0.08% 318
2024
Q1 		$78.5M Sell
592,000
-203,000
-26% -$25.2M 0.14% 173
2023
Q4 		$88.7M Sell
795,000
-500,000
-39% -$47.3M 0.17% 131
2023
Q3 		$108M Sell
1,295,000
-866,000
-40% -$75.1M 0.22% 92
2023
Q2 		$187M Buy
2,161,000
+16,000
+0.7% +$1.14M 0.41% 29
2023
Q1 		$138M Buy
2,145,000
+902,000
+73% +$54.3M 0.34% 40
2022
Q4 		$69.5M Sell
1,243,000
-82,000
-6% -$4.11M 0.19% 131
2022
Q3 		$58.8M Buy
1,325,000
+484,000
+58% +$24.7M 0.18% 121
2022
Q2 		$40.9M Buy
841,000
+741,000
+741% +$41.6M 0.13% 199
2022
Q1 		$6.3M Buy
+100,000
New +$5.94M 0.02% 864
2021
Q3 		– Sell
-25,000
Closed -$1.19M – 1931
2021
Q2 		$1.19M Buy
+25,000
New +$1.16M 0.01% 1198
2018
Q2 		– Sell
-500,000
Closed -$11.8M – 1771
2018
Q1 		$11.8M Buy
+500,000
New +$12.6M 0.05% 480
2017
Q3 		– Sell
-400,000
Closed -$9.32M – 1870
2017
Q2 		$9.32M Buy
+400,000
New +$9.28M 0.04% 559

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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.