Knightsbridge Asset Management’s Broadcom AVGO Stock Holding History

Knightsbridge Asset 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	$2.3M	Buy	7,434 +960	+15%	+$316K	0.31%	56
2025 Q4	$2.24M	Buy	6,474 +785	+14%	+$281K	0.36%	52
2025 Q3	$1.88M	Buy	5,689 +271	+5%	+$83.1K	0.32%	60
2025 Q2	$1.49M	Buy	5,418 +436	+9%	+$94.7K	0.33%	59
2025 Q1	$834K	Buy	4,982 +767	+18%	+$162K	0.21%	64
2024 Q4	$977K	Buy	4,215 +292	+7%	+$54K	0.23%	63
2024 Q3	$677K	Buy	3,923 +353	+10%	+$56.6K	0.15%	75
2024 Q2	$573K	Buy	3,570 +20	+0.6%	+$2.8K	0.14%	76
2024 Q1	$396K	Hold	3,550	–	–	0.11%	84
2023 Q4	$396K	Buy	+3,550	New	+$336K	0.11%	84

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

Knightsbridge Asset Management's AVGO Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $316K and bringing the position to 7,434 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #56.

Knightsbridge Asset Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Knightsbridge Asset Management held 7,434 shares of Broadcom worth $2.3M as of Q1 2026.
Knightsbridge Asset Management bought 960 Broadcom shares in Q1 2026, an estimated $316K.
Broadcom made up 0.31% of Knightsbridge Asset Management's portfolio in Q1 2026, its #56 holding.
Knightsbridge Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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