KPF
AVGO icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

K2 Principal Fund's AVGO Position: Q1 2026 in Review

K2 Principal Fund opened a new position in Broadcom (AVGO) in Q1 2026: 2,150 shares worth $665K. The stake represents 0.05% of the portfolio and ranks #305 among its holdings. This is a return to the name: K2 Principal Fund previously reported a position in AVGO as recently as Q2 2025.

K2 Principal Fund first reported a position in AVGO in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q2 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • K2 Principal Fund held 2,150 shares of Broadcom worth $665K as of Q1 2026.
  • Broadcom was a new K2 Principal Fund position in Q1 2026.
  • Broadcom made up 0.05% of K2 Principal Fund's portfolio in Q1 2026, its #305 holding.
  • K2 Principal Fund first reported a position in Broadcom in Q1 2024 and has held it in 7 quarters since.
  • K2 Principal Fund's Broadcom position peaked at $2.25M in Q2 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.