FCM
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Farallon Capital Management’s Broadcom AVGO Stock Holding History

Farallon Capital Management’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
2016
Q1 		– Sell
-1,295,000
Closed -$18.8M – 77
2015
Q4 		$18.8M Sell
1,295,000
-6,107,000
-83% -$79.4M 0.17% 52
2015
Q3 		$92.5M Buy
7,402,000
+7,312,000
+8,124% +$92.4M 1.22% 30
2015
Q2 		$1.2M Buy
+90,000
New +$1.18M 0.02% 91

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Farallon Capital Management's AVGO Position: Q1 2026 in Review

Farallon Capital Management increased its Broadcom (AVGO) stake by 99% in Q1 2026, buying an estimated $292M and bringing the position to 1,779,500 shares worth $551M. The position accounts for 3.14% of the portfolio, ranked #11.

Farallon Capital Management first reported a position in AVGO in Q4 2020 and has held it in 8 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Farallon Capital Management held 1,779,500 shares of Broadcom worth $551M as of Q1 2026.
  • Farallon Capital Management bought 887,100 Broadcom shares in Q1 2026, an estimated $292M.
  • Broadcom made up 3.14% of Farallon Capital Management's portfolio in Q1 2026, its #11 holding.
  • Farallon Capital Management first reported a position in Broadcom in Q4 2020 and has held it in 8 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.