K2 Principal Fund’s Broadcom AVGO Stock Holding History

K2 Principal Fund’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	$1.32M	Buy	3,500 +1,350	+63%	+$541K	0.1%	218
2026 Q1	$665K	Buy	+2,150	New	+$707K	0.05%	305
2025 Q3	–	Sell	-4,854	Closed	-$1.34M	–	344
2025 Q2	$1.34M	Buy	4,854 +782	+19%	+$170K	0.18%	133
2025 Q1	$682K	Sell	4,072 -1,228	-23%	-$260K	0.09%	178
2024 Q4	$1.23M	Sell	5,300 -2,831	-35%	-$524K	0.14%	148
2024 Q3	$1.4M	Sell	8,131 -5,869	-42%	-$941K	0.2%	110
2024 Q2	$2.25M	Sell	14,000 -500	-3%	-$70.1K	0.42%	66
2024 Q1	$1.92M	Buy	+14,500	New	+$1.8M	0.33%	85

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

K2 Principal Fund's AVGO Position: Q2 2026 in Review

K2 Principal Fund increased its Broadcom (AVGO) stake by 63% in Q2 2026, buying an estimated $541K and bringing the position to 3,500 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #218.

K2 Principal Fund first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q2 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

K2 Principal Fund held 3,500 shares of Broadcom worth $1.32M as of Q2 2026.
K2 Principal Fund bought 1,350 Broadcom shares in Q2 2026, an estimated $541K.
Broadcom made up 0.1% of K2 Principal Fund's portfolio in Q2 2026, its #218 holding.
K2 Principal Fund first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
K2 Principal Fund's Broadcom position peaked at $2.25M in Q2 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.