Gunderson Capital Management’s Broadcom AVGO Stock Holding History

Gunderson 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
2026 Q2	$8.75M	Buy	23,153 +1,179	+5%	+$473K	2.36%	19
2026 Q1	$6.8M	Sell	21,974 -212	-1%	-$69.8K	2.84%	18
2025 Q4	$7.68M	Buy	+22,186	New	+$7.93M	3.46%	13
2025 Q3	–	Sell	-19,070	Closed	-$5.26M	–	54
2025 Q2	$5.26M	Buy	+19,070	New	+$4.14M	2.2%	18
2024 Q1	–	Sell	-67,780	Closed	-$7.57M	–	43
2023 Q4	$7.57M	Buy	67,780 +180	+0.3%	+$17K	4.32%	8
2023 Q3	$5.61M	Sell	67,600 -25,650	-28%	-$2.22M	3.82%	12
2023 Q2	$8.09M	Sell	93,250 -8,410	-8%	-$600K	5.34%	4
2023 Q1	$6.52M	Buy	+101,660	New	+$6.12M	4.84%	6
2021 Q1	–	Sell	-115,520	Closed	-$5.06M	–	47
2020 Q4	$5.06M	Buy	+115,520	New	+$4.5M	3.31%	15
2020 Q1	–	Sell	-113,810	Closed	-$3.6M	–	35
2019 Q4	$3.6M	Sell	113,810 -9,410	-8%	-$286K	3.93%	16
2019 Q3	$3.4M	Sell	123,220 -9,690	-7%	-$276K	3.37%	19
2019 Q2	$3.83M	Sell	132,910 -5,150	-4%	-$150K	3.36%	20
2019 Q1	$4.15M	Buy	+138,060	New	+$3.74M	3.61%	10

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Gunderson Capital Management's AVGO Position: Q2 2026 in Review

Gunderson Capital Management increased its Broadcom (AVGO) stake by 5.4% in Q2 2026, buying an estimated $473K and bringing the position to 23,153 shares worth $8.75M. The position accounts for 2.36% of the portfolio, ranked #19.

Gunderson Capital Management first reported a position in AVGO in Q1 2019 and has held it in 13 quarters since. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Gunderson Capital Management held 23,153 shares of Broadcom worth $8.75M as of Q2 2026.
Gunderson Capital Management bought 1,179 Broadcom shares in Q2 2026, an estimated $473K.
Broadcom made up 2.36% of Gunderson Capital Management's portfolio in Q2 2026, its #19 holding.
Gunderson Capital Management first reported a position in Broadcom in Q1 2019 and has held it in 13 quarters since.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.