DSM Capital Partners’s Broadcom AVGO Stock Holding History

DSM Capital Partners’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 Q1	$500M	Sell	1,615,114 -61,053	-4%	-$20.1M	8.84%	4
2025 Q4	$580M	Buy	1,676,167 +77,735	+5%	+$27.8M	8.6%	4
2025 Q3	$527M	Buy	1,598,432 +701,535	+78%	+$215M	7.52%	4
2025 Q2	$247M	Buy	896,897 +401,495	+81%	+$87.2M	3.65%	9
2025 Q1	$82.9M	Buy	495,402 +490,294	+9,599%	+$104M	1.45%	22
2024 Q4	$1.18M	Buy	5,108 +1,066	+26%	+$197K	0.02%	37
2024 Q3	$697K	Buy	4,042 +2,702	+202%	+$433K	0.01%	39
2024 Q2	$215K	Buy	1,340 +500	+60%	+$70.1K	﹤0.01%	38
2024 Q1	$111K	Buy	840 +270	+47%	+$33.5K	﹤0.01%	47
2023 Q4	$63.6K	Buy	+570	New	+$54K	﹤0.01%	58

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSM Capital Partners's AVGO Position: Q1 2026 in Review

DSM Capital Partners reduced its Broadcom (AVGO) stake by 3.6% in Q1 2026, selling an estimated $20.1M and leaving 1,615,114 shares worth $500M. The position accounts for 8.84% of the portfolio, ranked #4.

DSM Capital Partners first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $580M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

DSM Capital Partners held 1,615,114 shares of Broadcom worth $500M as of Q1 2026.
DSM Capital Partners sold 61,053 Broadcom shares in Q1 2026, an estimated $20.1M.
Broadcom made up 8.84% of DSM Capital Partners's portfolio in Q1 2026, its #4 holding.
DSM Capital Partners first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
DSM Capital Partners's Broadcom position peaked at $580M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on DSM Capital Partners's 13F filing for Q1 2026, filed 29 Apr 2026.