LSCM
AVGO icon

Light Street Capital Management’s Broadcom AVGO Stock Holding History

Light Street Capital 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 		$46.4M Buy
149,800
+6,021
+4% +$1.98M 8.68% 3
2025
Q4 		$49.8M Buy
143,779
+44,474
+45% +$15.9M 7.66% 4
2025
Q3 		$32.8M Sell
99,305
-23,166
-19% -$7.11M 5.51% 6
2025
Q2 		$33.8M Buy
122,471
+469
+0.4% +$102K 6.9% 4
2025
Q1 		$20.4M Buy
122,002
+33,830
+38% +$7.16M 5.7% 7
2024
Q4 		$20.4M Sell
88,172
-42,728
-33% -$7.9M 3.75% 11
2024
Q3 		$22.6M Sell
130,900
-4,840
-4% -$776K 5.34% 5
2024
Q2 		$21.8M Sell
135,740
-32,260
-19% -$4.52M 5.01% 7
2024
Q1 		$22.3M Sell
168,000
-70
-0% -$8.67K 5.39% 6
2023
Q4 		$18.8M Sell
168,070
-40,280
-19% -$3.81M 5.62% 7
2023
Q3 		$17.3M Buy
+208,350
New +$18.1M 5.09% 7
2021
Q2 		– Sell
-1,339,700
Closed -$62.1M – 68
2021
Q1 		$62.1M Buy
1,339,700
+94,400
+8% +$4.37M 3.32% 9
2020
Q4 		$54.5M Sell
1,245,300
-375,500
-23% -$14.6M 1.63% 23
2020
Q3 		$59M Buy
1,620,800
+39,700
+3% +$1.33M 1.86% 21
2020
Q2 		$49.9M Sell
1,581,100
-703,900
-31% -$19.7M 2.08% 21
2020
Q1 		$54.2M Buy
+2,285,000
New +$64.4M 2.85% 10
2015
Q2 		– Sell
-1,486,460
Closed -$18.9M – 34
2015
Q1 		$18.9M Buy
1,486,460
+534,310
+56% +$6.13M 2.96% 14
2014
Q4 		$9.58M Buy
+952,150
New +$8.51M 1.71% 22

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

Light Street Capital Management's AVGO Position: Q1 2026 in Review

Light Street Capital Management increased its Broadcom (AVGO) stake by 4.2% in Q1 2026, buying an estimated $1.98M and bringing the position to 149,800 shares worth $46.4M. The position accounts for 8.68% of the portfolio, ranked #3.

Light Street Capital Management first reported a position in AVGO in Q4 2014 and has held it in 18 quarters since. The position peaked at $62.1M in Q1 2021. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Light Street Capital Management held 149,800 shares of Broadcom worth $46.4M as of Q1 2026.
  • Light Street Capital Management bought 6,021 Broadcom shares in Q1 2026, an estimated $1.98M.
  • Broadcom made up 8.68% of Light Street Capital Management's portfolio in Q1 2026, its #3 holding.
  • Light Street Capital Management first reported a position in Broadcom in Q4 2014 and has held it in 18 quarters since.
  • Light Street Capital Management's Broadcom position peaked at $62.1M in Q1 2021.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.