Light Street Capital 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 | $33.8M | Buy |
122,471
+469
| +0.4% | +$129K | 6.9% | 4 |
|
|
2025
Q1 | $20.4M | Buy |
122,002
+33,830
| +38% | +$5.66M | 5.7% | 6 |
|
|
2024
Q4 | $20.4M | Sell |
88,172
-42,728
| -33% | -$9.91M | 3.75% | 10 |
|
|
2024
Q3 | $22.6M | Sell |
130,900
-4,840
| -4% | -$835K | 5.34% | 5 |
|
|
2024
Q2 | $21.8M | Sell |
135,740
-32,260
| -19% | -$5.18M | 5.01% | 7 |
|
|
2024
Q1 | $22.3M | Sell |
168,000
-70
| -0% | -$9.28K | 5.39% | 6 |
|
|
2023
Q4 | $18.8M | Sell |
168,070
-40,280
| -19% | -$4.5M | 5.62% | 7 |
|
|
2023
Q3 | $17.3M | Buy |
+208,350
| New | +$17.3M | 5.09% | 7 |
|
|
2021
Q2 | – | Sell |
-1,339,700
| Closed | -$62.1M | – | 68 |
|
|
2021
Q1 | $62.1M | Buy |
1,339,700
+94,400
| +8% | +$4.38M | 3.32% | 9 |
|
|
2020
Q4 | $54.5M | Sell |
1,245,300
-375,500
| -23% | -$16.4M | 1.63% | 23 |
|
|
2020
Q3 | $59M | Buy |
1,620,800
+39,700
| +3% | +$1.45M | 1.86% | 20 |
|
|
2020
Q2 | $49.9M | Sell |
1,581,100
-703,900
| -31% | -$22.2M | 2.08% | 20 |
|
|
2020
Q1 | $54.2M | Buy |
+2,285,000
| New | +$54.2M | 2.85% | 10 |
|
|
2015
Q2 | – | Sell |
-1,486,460
| Closed | -$18.9M | – | 33 |
|
|
2015
Q1 | $18.9M | Buy |
1,486,460
+534,310
| +56% | +$6.78M | 2.96% | 13 |
|
|
2014
Q4 | $9.58M | Buy |
+952,150
| New | +$9.58M | 1.71% | 22 |
|