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 Q2	$2.67M	Sell	7,056 -378	-5%	-$152K	0.35%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Knightsbridge Asset Management's AVGO Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its Broadcom (AVGO) stake by 5.1% in Q2 2026, selling an estimated $152K and leaving 7,056 shares worth $2.67M. The position accounts for 0.35% of the portfolio, ranked #53.

Knightsbridge Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Knightsbridge Asset Management held 7,056 shares of Broadcom worth $2.67M as of Q2 2026.
Knightsbridge Asset Management sold 378 Broadcom shares in Q2 2026, an estimated $152K.
Broadcom made up 0.35% of Knightsbridge Asset Management's portfolio in Q2 2026, its #53 holding.
Knightsbridge Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.