Jericho Capital Asset Management’s Broadcom AVGO Stock Holding History

Jericho Capital Asset 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
2025 Q1	–	Sell	-635,733	Closed	-$147M	–	24
2024 Q4	$147M	Buy	+635,733	New	+$118M	2.1%	17
2024 Q2	–	Sell	-840,000	Closed	-$111M	–	23
2024 Q1	$111M	Buy	+840,000	New	+$104M	2.97%	17
2019 Q3	–	Sell	-6,590,130	Closed	-$190M	–	20
2019 Q2	$190M	Buy	+6,590,130	New	+$192M	8.37%	3
2017 Q3	–	Sell	-2,230,000	Closed	-$52M	–	30
2017 Q2	$52M	Buy	2,230,000 +110,000	+5%	+$2.55M	2.96%	12
2017 Q1	$46.4M	Buy	+2,120,000	New	+$43.7M	3.23%	16
2016 Q4	–	Sell	-2,748,970	Closed	-$47.4M	–	33
2016 Q3	$47.4M	Sell	2,748,970 -3,081,000	-53%	-$51.5M	1.9%	17
2016 Q2	$90.6M	Buy	+5,829,970	New	+$88.8M	4.98%	8
2016 Q1	–	Sell	-8,998,470	Closed	-$131M	–	35
2015 Q4	$131M	Buy	+8,998,470	New	+$117M	5.73%	2

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jericho Capital Asset Management's AVGO Position: Q1 2025 in Review

Jericho Capital Asset Management sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 635,733 shares — an estimated $147M sold.

Jericho Capital Asset Management first reported a position in AVGO in Q4 2015 and held it in 8 quarters. The position peaked at $190M in Q2 2019. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Jericho Capital Asset Management reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Jericho Capital Asset Management sold 635,733 Broadcom shares in Q1 2025, an estimated $147M.
Jericho Capital Asset Management first reported a position in Broadcom in Q4 2015 and held it in 8 quarters.
Jericho Capital Asset Management's Broadcom position peaked at $190M in Q2 2019.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Jericho Capital Asset Management's 13F filing for Q1 2025, filed 15 May 2025.