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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
Q2 		$534M Sell
1,414,647
-200,467
-12% -$80.4M 9.15% 3
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
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 $3.38T AUM 44.17% 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

DSM Capital Partners's AVGO Position: Q2 2026 in Review

DSM Capital Partners reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $80.4M and leaving 1,414,647 shares worth $534M. The position accounts for 9.15% of the portfolio, ranked #3.

DSM Capital Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $580M in Q4 2025. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • DSM Capital Partners held 1,414,647 shares of Broadcom worth $534M as of Q2 2026.
  • DSM Capital Partners sold 200,467 Broadcom shares in Q2 2026, an estimated $80.4M.
  • Broadcom made up 9.15% of DSM Capital Partners's portfolio in Q2 2026, its #3 holding.
  • DSM Capital Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • DSM Capital Partners's Broadcom position peaked at $580M in Q4 2025.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.