Jennison Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.05B | Buy |
22,783,092
+890,882
| +4% | +$293M | 4.85% | 4 |
|
|
2025
Q4 | $7.58B | Sell |
21,892,210
-375,406
| -2% | -$134M | 4.55% | 5 |
|
|
2025
Q3 | $7.35B | Sell |
22,267,616
-973,033
| -4% | -$299M | 4.28% | 6 |
|
|
2025
Q2 | $6.41B | Sell |
23,240,649
-3,519,558
| -13% | -$764M | 3.8% | 7 |
|
|
2025
Q1 | $4.48B | Sell |
26,760,207
-4,489,333
| -14% | -$950M | 3.14% | 7 |
|
|
2024
Q4 | $7.24B | Sell |
31,249,540
-4,749,055
| -13% | -$878M | 4.4% | 6 |
|
|
2024
Q3 | $6.21B | Sell |
35,998,595
-2,201,935
| -6% | -$353M | 3.86% | 6 |
|
|
2024
Q2 | $6.13B | Sell |
38,200,530
-3,209,720
| -8% | -$450M | 3.93% | 7 |
|
|
2024
Q1 | $5.49B | Buy |
41,410,250
+12,639,570
| +44% | +$1.57B | 3.67% | 6 |
|
|
2023
Q4 | $3.21B | Buy |
28,770,680
+3,759,440
| +15% | +$356M | 2.39% | 12 |
|
|
2023
Q3 | $2.08B | Sell |
25,011,240
-3,274,420
| -12% | -$284M | 1.76% | 16 |
|
|
2023
Q2 | $2.45B | Buy |
28,285,660
+1,838,100
| +7% | +$131M | 2.01% | 13 |
|
|
2023
Q1 | $1.7B | Buy |
26,447,560
+3,449,160
| +15% | +$208M | 1.56% | 15 |
|
|
2022
Q4 | $1.29B | Buy |
22,998,400
+782,150
| +4% | +$39.2M | 1.3% | 22 |
|
|
2022
Q3 | $986M | Sell |
22,216,250
-202,230
| -0.9% | -$10.3M | 0.98% | 27 |
|
|
2022
Q2 | $1.09B | Buy |
22,418,480
+3,812,750
| +20% | +$214M | 1.09% | 25 |
|
|
2022
Q1 | $1.17B | Buy |
18,605,730
+15,026,400
| +420% | +$893M | 0.86% | 31 |
|
|
2021
Q4 | $238M | Sell |
3,579,330
-245,240
| -6% | -$13.8M | 0.15% | 72 |
|
|
2021
Q3 | $185M | Sell |
3,824,570
-198,190
| -5% | -$9.64M | 0.12% | 79 |
|
|
2021
Q2 | $192M | Buy |
4,022,760
+828,330
| +26% | +$38.4M | 0.13% | 77 |
|
|
2021
Q1 | $148M | Buy |
3,194,430
+333,980
| +12% | +$15.4M | 0.11% | 90 |
|
|
2020
Q4 | $125M | Sell |
2,860,450
-102,620
| -3% | -$4M | 0.09% | 93 |
|
|
2020
Q3 | $108M | Buy |
2,963,070
+378,250
| +15% | +$12.7M | 0.09% | 89 |
|
|
2020
Q2 | $81.6M | Sell |
2,584,820
-13,766,510
| -84% | -$385M | 0.07% | 108 |
|
|
2020
Q1 | $388M | Sell |
16,351,330
-10,827,200
| -40% | -$305M | 0.47% | 44 |
|
|
2019
Q4 | $859M | Buy |
27,178,530
+2,390
| +0% | +$72.6K | 0.87% | 35 |
|
|
2019
Q3 | $750M | Sell |
27,176,140
-3,743,050
| -12% | -$106M | 0.79% | 37 |
|
|
2019
Q2 | $890M | Sell |
30,919,190
-5,588,870
| -15% | -$163M | 0.88% | 35 |
|
|
2019
Q1 | $1.1B | Buy |
36,508,060
+3,597,360
| +11% | +$97.5M | 1.09% | 30 |
|
|
2018
Q4 | $837M | Buy |
32,910,700
+37,220
| +0.1% | +$878K | 0.94% | 32 |
|
|
2018
Q3 | $811M | Sell |
32,873,480
-24,516,660
| -43% | -$550M | 0.75% | 38 |
|
|
2018
Q2 | $1.39B | Sell |
57,390,140
-1,084,590
| -2% | -$26.6M | 1.36% | 20 |
|
|
2018
Q1 | $1.38B | Buy |
58,474,730
+2,636,150
| +5% | +$66.4M | 1.37% | 21 |
|
|
2017
Q4 | $1.43B | Buy |
55,838,580
+4,184,200
| +8% | +$109M | 1.42% | 19 |
|
|
2017
Q3 | $1.25B | Sell |
51,654,380
-1,804,300
| -3% | -$44.6M | 1.28% | 22 |
|
|
2017
Q2 | $1.25B | Buy |
53,458,680
+11,280,520
| +27% | +$262M | 1.32% | 21 |
|
|
2017
Q1 | $924M | Buy |
42,178,160
+37,944,080
| +896% | +$781M | 0.99% | 26 |
|
|
2016
Q4 | $74.8M | Buy |
4,234,080
+1,197,990
| +39% | +$20.8M | 0.08% | 209 |
|
|
2016
Q3 | $52.4M | Sell |
3,036,090
-1,980,230
| -39% | -$33.1M | 0.06% | 273 |
|
|
2016
Q2 | $78M | Buy |
5,016,320
+1,271,660
| +34% | +$19.4M | 0.09% | 206 |
|
|
2016
Q1 | $57.9M | Buy |
+3,744,660
| New | +$50.6M | 0.06% | 256 |
|
|
2013
Q4 | – | Sell |
-7,904,030
| Closed | -$34.1M | – | 709 |
|
|
2013
Q3 | $34.1M | Sell |
7,904,030
-86,891,140
| -92% | -$334M | 0.04% | 371 |
|
|
2013
Q2 | $354M | Buy |
+94,795,170
| New | +$331M | 0.4% | 65 |
|
Other funds holding AVGO
VCM
VPM
Jennison Associates's AVGO Position: Q1 2026 in Review
Jennison Associates increased its Broadcom (AVGO) stake by 4.1% in Q1 2026, buying an estimated $293M and bringing the position to 22,783,092 shares worth $7.05B. The position accounts for 4.85% of the portfolio, ranked #4.
Jennison Associates first reported a position in AVGO in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.58B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Jennison Associates held 22,783,092 shares of Broadcom worth $7.05B as of Q1 2026.
- Jennison Associates bought 890,882 Broadcom shares in Q1 2026, an estimated $293M.
- Broadcom made up 4.85% of Jennison Associates's portfolio in Q1 2026, its #4 holding.
- Jennison Associates first reported a position in Broadcom in Q2 2013 and has held it in 43 quarters since.
- Jennison Associates's Broadcom position peaked at $7.58B in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.