Kadensa Capital’s Broadcom AVGO Stock Holding History

Kadensa Capital’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 Q1	–	Sell	-129,743	Closed	-$44.9M	–	41
2025 Q4	$44.9M	Buy	129,743 +31,311	+32%	+$11.2M	4.66%	6
2025 Q3	$32.5M	Buy	98,432 +25,778	+35%	+$7.91M	3.34%	7
2025 Q2	$20M	Sell	72,654 -112,639	-61%	-$24.5M	3.19%	7
2025 Q1	$31M	Buy	+185,293	New	+$39.2M	3.85%	3
2024 Q4	–	Sell	-6,590	Closed	-$1.14M	–	52
2024 Q3	$1.14M	Buy	+6,590	New	+$1.06M	0.3%	28
2024 Q2	–	Sell	-158,980	Closed	-$21.1M	–	42
2024 Q1	$21.1M	Buy	+158,980	New	+$19.7M	5.72%	3
2022 Q4	–	Sell	-306,640	Closed	-$13.6M	–	24
2022 Q3	$13.6M	Buy	306,640 +88,550	+41%	+$4.52M	4.45%	8
2022 Q2	$10.6M	Buy	218,090 +118,610	+119%	+$6.66M	4.02%	10
2022 Q1	$6.26M	Buy	+99,480	New	+$5.91M	3.2%	12

Other funds holding AVGO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kadensa Capital's AVGO Position: Q1 2026 in Review

Kadensa Capital sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 129,743 shares — an estimated $44.9M sold.

Kadensa Capital first reported a position in AVGO in Q1 2022 and held it in 9 quarters. The position peaked at $44.9M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Kadensa Capital reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Kadensa Capital sold 129,743 Broadcom shares in Q1 2026, an estimated $44.9M.
Kadensa Capital first reported a position in Broadcom in Q1 2022 and held it in 9 quarters.
Kadensa Capital's Broadcom position peaked at $44.9M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kadensa Capital's 13F filing for Q1 2026, filed 15 May 2026.