John Overdeck’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $212M | Sell |
560,530
-1,664,723
| -75% | -$667M | 0.15% | 144 |
|
|
2026
Q1 | $689M | Buy |
+2,225,253
| New | +$732M | 0.56% | 18 |
|
|
2025
Q3 | – | Sell |
-3,367
| Closed | -$1.03M | – | 3651 |
|
|
2025
Q2 | $928K | Sell |
3,367
-1,556,289
| -100% | -$338M | ﹤0.01% | 2293 |
|
|
2025
Q1 | $261M | Buy |
1,559,656
+1,501,252
| +2,570% | +$318M | 0.56% | 8 |
|
|
2024
Q4 | $13.5M | Sell |
58,404
-1,261,504
| -96% | -$233M | 0.03% | 627 |
|
|
2024
Q3 | $228M | Sell |
1,319,908
-34,862
| -3% | -$5.59M | 0.5% | 27 |
|
|
2024
Q2 | $218M | Buy |
1,354,770
+1,322,230
| +4,063% | +$185M | 0.5% | 37 |
|
|
2024
Q1 | $4.31M | Hold |
32,540
| – | – | 0.01% | 1049 |
|
|
2023
Q4 | $3.63M | Buy |
32,540
+16,540
| +103% | +$1.57M | 0.01% | 1160 |
|
|
2023
Q3 | $1.33M | Buy |
+16,000
| New | +$1.39M | ﹤0.01% | 1766 |
|
|
2022
Q4 | – | Sell |
-3,515,290
| Closed | -$156M | – | 2798 |
|
|
2022
Q3 | $156M | Buy |
3,515,290
+608,790
| +21% | +$31.1M | 0.53% | 41 |
|
|
2022
Q2 | $141M | Buy |
+2,906,500
| New | +$163M | 0.47% | 41 |
|
|
2022
Q1 | – | Sell |
-86,370
| Closed | -$5.75M | – | 2718 |
|
|
2021
Q4 | $5.75M | Buy |
+86,370
| New | +$4.85M | 0.01% | 1110 |
|
|
2021
Q3 | – | Sell |
-494,820
| Closed | -$24.1M | – | 4223 |
|
|
2021
Q2 | $23.6M | Buy |
494,820
+432,450
| +693% | +$20M | 0.05% | 435 |
|
|
2021
Q1 | $2.89M | Buy |
+62,370
| New | +$2.88M | 0.01% | 1417 |
|
|
2020
Q4 | – | Sell |
-9,370
| Closed | -$365K | – | 3327 |
|
|
2020
Q3 | $341K | Sell |
9,370
-5,500
| -37% | -$184K | ﹤0.01% | 2504 |
|
|
2020
Q2 | $469K | Buy |
+14,870
| New | +$416K | ﹤0.01% | 2042 |
|
|
2019
Q2 | – | Sell |
-66,220
| Closed | -$1.93M | – | 3313 |
|
|
2019
Q1 | $1.99M | Buy |
+66,220
| New | +$1.8M | 0.01% | 1423 |
|
|
2018
Q3 | – | Sell |
-266,340
| Closed | -$6.46M | – | 3159 |
|
|
2018
Q2 | $6.46M | Buy |
+266,340
| New | +$6.53M | 0.02% | 904 |
|
|
2018
Q1 | – | Sell |
-1,146,860
| Closed | -$29.5M | – | 3123 |
|
|
2017
Q4 | $29.5M | Buy |
+1,146,860
| New | +$29.8M | 0.1% | 278 |
|
|
2017
Q1 | – | Sell |
-85,700
| Closed | -$1.76M | – | 2882 |
|
|
2016
Q4 | $1.51M | Buy |
+85,700
| New | +$1.48M | 0.01% | 1697 |
|
|
2016
Q2 | – | Sell |
-23,200
| Closed | -$353K | – | 2892 |
|
|
2016
Q1 | $358K | Sell |
23,200
-7,012,580
| -100% | -$94.8M | ﹤0.01% | 2277 |
|
|
2015
Q4 | $102M | Buy |
7,035,780
+4,310,550
| +158% | +$56M | 0.49% | 35 |
|
|
2015
Q3 | $34.1M | Sell |
2,725,230
-2,265,250
| -45% | -$28.6M | 0.17% | 152 |
|
|
2015
Q2 | $66.3M | Buy |
+4,990,480
| New | +$65.4M | 0.31% | 72 |
|
|
2014
Q4 | – | Sell |
-1,431,670
| Closed | -$12.5M | – | 2216 |
|
|
2014
Q3 | $12.5M | Buy |
+1,431,670
| New | +$11.2M | 0.06% | 388 |
|
|
2013
Q4 | – | Sell |
-182,050
| Closed | -$785K | – | 2167 |
|
|
2013
Q3 | $785K | Sell |
182,050
-641,940
| -78% | -$2.47M | 0.01% | 1121 |
|
|
2013
Q2 | $3.08M | Buy |
+823,990
| New | +$2.87M | 0.02% | 696 |
|
Other funds holding AVGO
John Overdeck's AVGO Position: Q2 2026 in Review
John Overdeck reduced its Broadcom (AVGO) stake by 75% in Q2 2026, selling an estimated $667M and leaving 560,530 shares worth $212M. The position accounts for 0.15% of the portfolio, ranked #144.
John Overdeck first reported a position in AVGO in Q2 2013 and has held it in 28 quarters since. The position peaked at $689M in Q1 2026. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- John Overdeck held 560,530 shares of Broadcom worth $212M as of Q2 2026.
- John Overdeck sold 1,664,723 Broadcom shares in Q2 2026, an estimated $667M.
- Broadcom made up 0.15% of John Overdeck's portfolio in Q2 2026, its #144 holding.
- John Overdeck first reported a position in Broadcom in Q2 2013 and has held it in 28 quarters since.
- John Overdeck's Broadcom position peaked at $689M in Q1 2026.
- 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.