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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
2017
Q2 		– Sell
-80,000
Closed -$1.75M – 344
2017
Q1 		$1.75M Buy
+80,000
New +$1.65M 0.15% 139

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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. 4,859 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.
  • 4,859 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.