JCM
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Jag Capital Management’s Broadcom AVGO Stock Holding History

Jag 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 		$44.2M Buy
117,082
+8,296
+8% +$3.33M 4.14% 6
2026
Q1 		$33.7M Sell
108,786
-23,824
-18% -$7.84M 3.79% 8
2025
Q4 		$45.9M Sell
132,610
-2,262
-2% -$809K 4.98% 5
2025
Q3 		$44.5M Buy
134,872
+14,036
+12% +$4.31M 4.87% 5
2025
Q2 		$33.3M Buy
120,836
+1,048
+0.9% +$228K 3.73% 6
2025
Q1 		$20.1M Buy
119,788
+29,103
+32% +$6.16M 2.67% 13
2024
Q4 		$21M Sell
90,685
-93,890
-51% -$17.4M 2.93% 8
2024
Q3 		$31.8M Sell
184,575
-12,985
-7% -$2.08M 3.84% 6
2024
Q2 		$31.7M Sell
197,560
-900
-0.5% -$126K 4.35% 6
2024
Q1 		$26.3M Buy
198,460
+1,170
+0.6% +$145K 3.72% 7
2023
Q4 		$22M Sell
197,290
-41,190
-17% -$3.9M 3.37% 6
2023
Q3 		$19.8M Sell
238,480
-1,880
-0.8% -$163K 2.39% 12
2023
Q2 		$20.8M Buy
240,360
+160
+0.1% +$11.4K 2.41% 11
2023
Q1 		$15.4M Buy
240,200
+90,380
+60% +$5.44M 1.99% 16
2022
Q4 		$8.38M Buy
149,820
+109,780
+274% +$5.5M 1.21% 28
2022
Q3 		$1.78M Buy
+40,040
New +$2.05M 0.25% 76
2022
Q1 		– Sell
-3,990
Closed -$265K – 211
2021
Q4 		$265K Buy
+3,990
New +$224K 0.02% 191
2019
Q4 		– Sell
-13,620
Closed -$376K – 195
2019
Q3 		$376K Hold
13,620
– – 0.05% 158
2019
Q2 		$392K Buy
+13,620
New +$397K 0.04% 166
2017
Q4 		– Sell
-174,290
Closed -$4.23M – 98
2017
Q3 		$4.23M Sell
174,290
-500
-0.3% -$12.4K 0.79% 37
2017
Q2 		$4.07M Buy
+174,790
New +$4.06M 0.81% 34

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Jag Capital Management increased its Broadcom (AVGO) stake by 7.6% in Q2 2026, buying an estimated $3.33M and bringing the position to 117,082 shares worth $44.2M. The position accounts for 4.14% of the portfolio, ranked #6.

Jag Capital Management first reported a position in AVGO in Q2 2017 and has held it in 21 quarters since. The position peaked at $45.9M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jag Capital Management held 117,082 shares of Broadcom worth $44.2M as of Q2 2026.
  • Jag Capital Management bought 8,296 Broadcom shares in Q2 2026, an estimated $3.33M.
  • Broadcom made up 4.14% of Jag Capital Management's portfolio in Q2 2026, its #6 holding.
  • Jag Capital Management first reported a position in Broadcom in Q2 2017 and has held it in 21 quarters since.
  • Jag Capital Management's Broadcom position peaked at $45.9M in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.