FengHe Fund Management’s Broadcom AVGO Stock Holding History

FengHe Fund 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
2026 Q1	$18.3M	Sell	59,285 -229,395	-79%	-$75.5M	2.54%	14
2025 Q4	$99.9M	Buy	+288,680	New	+$103M	5.63%	5
2024 Q4	–	Sell	-61,400	Closed	-$10.6M	–	16
2024 Q3	$10.6M	Sell	61,400 -40,000	-39%	-$6.41M	3.13%	12
2024 Q2	$16.3M	Sell	101,400 -54,600	-35%	-$7.65M	2.27%	14
2024 Q1	$20.7M	Buy	+156,000	New	+$19.3M	2.6%	14
2022 Q4	–	Sell	-750,000	Closed	-$33.3M	–	16
2022 Q3	$33.3M	Buy	+750,000	New	+$38.3M	8.46%	4

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

FengHe Fund Management's AVGO Position: Q1 2026 in Review

FengHe Fund Management reduced its Broadcom (AVGO) stake by 79% in Q1 2026, selling an estimated $75.5M and leaving 59,285 shares worth $18.3M. The position accounts for 2.54% of the portfolio, ranked #14.

FengHe Fund Management first reported a position in AVGO in Q3 2022 and has held it in 6 quarters since. The position peaked at $99.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

FengHe Fund Management held 59,285 shares of Broadcom worth $18.3M as of Q1 2026.
FengHe Fund Management sold 229,395 Broadcom shares in Q1 2026, an estimated $75.5M.
Broadcom made up 2.54% of FengHe Fund Management's portfolio in Q1 2026, its #14 holding.
FengHe Fund Management first reported a position in Broadcom in Q3 2022 and has held it in 6 quarters since.
FengHe Fund Management's Broadcom position peaked at $99.9M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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