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 		– Sell
-400
Closed -$124K – 155
2026
Q1 		$124K Buy
400
+200
+100% +$65.8K 0.01% 142
2025
Q4 		$69.2K Buy
+200
New +$71.5K 0.01% 137

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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. 2,097 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.
  • 2,097 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.