KPM
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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
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 $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

Kinetic Partners Management's AVGO Position: Q1 2026 in Review

Kinetic Partners Management increased its Broadcom (AVGO) stake by 28% in Q1 2026, buying an estimated $26.3M and bringing the position to 361,040 shares worth $112M. The position accounts for 6.25% of the portfolio, ranked #4.

Kinetic Partners Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $133M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Kinetic Partners Management held 361,040 shares of Broadcom worth $112M as of Q1 2026.
  • Kinetic Partners Management bought 80,040 Broadcom shares in Q1 2026, an estimated $26.3M.
  • Broadcom made up 6.25% of Kinetic Partners Management's portfolio in Q1 2026, its #4 holding.
  • Kinetic Partners Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Kinetic Partners Management's Broadcom position peaked at $133M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Kinetic Partners Management's 13F filing for Q1 2026, filed 15 May 2026.