GK
AVGO icon

Glen Kacher’s Broadcom AVGO Stock Holding History

Glen Kacher’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 		$57.9M Buy
153,250
+3,450
+2% +$1.38M 6.41% 5
2026
Q1 		$46.4M Buy
149,800
+6,021
+4% +$1.98M 8.68% 3
2025
Q4 		$49.8M Buy
143,779
+44,474
+45% +$15.9M 7.66% 4
2025
Q3 		$32.8M Sell
99,305
-23,166
-19% -$7.11M 5.51% 6
2025
Q2 		$33.8M Buy
122,471
+469
+0.4% +$102K 6.9% 4
2025
Q1 		$20.4M Buy
122,002
+33,830
+38% +$7.16M 5.7% 7
2024
Q4 		$20.4M Sell
88,172
-42,728
-33% -$7.9M 3.75% 11
2024
Q3 		$22.6M Sell
130,900
-4,840
-4% -$776K 5.34% 5
2024
Q2 		$21.8M Sell
135,740
-32,260
-19% -$4.52M 5.01% 7
2024
Q1 		$22.3M Sell
168,000
-70
-0% -$8.67K 5.39% 6
2023
Q4 		$18.8M Sell
168,070
-40,280
-19% -$3.81M 5.62% 7
2023
Q3 		$17.3M Buy
+208,350
New +$18.1M 5.09% 7
2021
Q2 		– Sell
-1,339,700
Closed -$62.1M – 68
2021
Q1 		$62.1M Buy
1,339,700
+94,400
+8% +$4.37M 3.32% 9
2020
Q4 		$54.5M Sell
1,245,300
-375,500
-23% -$14.6M 1.63% 23
2020
Q3 		$59M Buy
1,620,800
+39,700
+3% +$1.33M 1.86% 21
2020
Q2 		$49.9M Sell
1,581,100
-703,900
-31% -$19.7M 2.08% 21
2020
Q1 		$54.2M Buy
+2,285,000
New +$64.4M 2.85% 10
2015
Q2 		– Sell
-1,486,460
Closed -$18.9M – 34
2015
Q1 		$18.9M Buy
1,486,460
+534,310
+56% +$6.13M 2.96% 14
2014
Q4 		$9.58M Buy
+952,150
New +$8.51M 1.71% 22

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 $3.37T AUM 44.26% 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

Glen Kacher's AVGO Position: Q2 2026 in Review

Glen Kacher increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $1.38M and bringing the position to 153,250 shares worth $57.9M. The position accounts for 6.41% of the portfolio, ranked #5.

Glen Kacher first reported a position in AVGO in Q4 2014 and has held it in 19 quarters since. The position peaked at $62.1M in Q1 2021. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Glen Kacher held 153,250 shares of Broadcom worth $57.9M as of Q2 2026.
  • Glen Kacher bought 3,450 Broadcom shares in Q2 2026, an estimated $1.38M.
  • Broadcom made up 6.41% of Glen Kacher's portfolio in Q2 2026, its #5 holding.
  • Glen Kacher first reported a position in Broadcom in Q4 2014 and has held it in 19 quarters since.
  • Glen Kacher's Broadcom position peaked at $62.1M in Q1 2021.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.