KPM
AVGO icon

Kinetic Partners Management’s Broadcom AVGO Stock Holding History

Kinetic Partners Management’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 		– Sell
-361,040
Closed -$112M – 50
2026
Q1 		$112M Buy
361,040
+80,040
+28% +$26.3M 6.25% 4
2025
Q4 		$97.3M Buy
281,000
+149,089
+113% +$53.3M 4.72% 6
2025
Q3 		$43.5M Sell
131,911
-261,400
-66% -$80.2M 2.11% 22
2025
Q2 		$108M Sell
393,311
-346,189
-47% -$75.2M 5.93% 4
2025
Q1 		$124M Buy
739,500
+166,100
+29% +$35.2M 8.88% 2
2024
Q4 		$133M Buy
+573,400
New +$106M 8.75% 2

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 $3.37T AUM 44.26% 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

Kinetic Partners Management's AVGO Position: Q2 2026 in Review

Kinetic Partners Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 361,040 shares — an estimated $112M sold.

Kinetic Partners Management first reported a position in AVGO in Q4 2024 and held it in 6 quarters. The position peaked at $133M in Q4 2024. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kinetic Partners Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • Kinetic Partners Management sold 361,040 Broadcom shares in Q2 2026, an estimated $112M.
  • Kinetic Partners Management first reported a position in Broadcom in Q4 2024 and held it in 6 quarters.
  • Kinetic Partners Management's Broadcom position peaked at $133M in Q4 2024.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kinetic Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.