Dorsal 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
Sell
-455,000
Closed -$76.2M 25
2025
Q1
$76.2M Buy
455,000
+55,000
+14% +$9.21M 2.33% 18
2024
Q4
$92.7M Sell
400,000
-350,000
-47% -$81.1M 2.19% 17
2024
Q3
$129M Buy
750,000
+50,000
+7% +$8.63M 4.01% 12
2024
Q2
$112M Buy
+700,000
New +$112M 3.87% 13