Kinetic Partners Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$108M	Sell	393,311 -346,189	-47%	-$95.4M	5.93%	4
2025 Q1	$124M	Buy	739,500 +166,100	+29%	+$27.8M	8.88%	2
2024 Q4	$133M	Buy	+573,400	New	+$133M	8.75%	2