Marsico 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	$15.3M	Buy	+55,617	New	+$15.3M	0.42%	41
2025 Q1	–	Sell	-58,398	Closed	-$13.5M	–	65
2024 Q4	$13.5M	Sell	58,398 -25,186	-30%	-$5.84M	0.37%	37
2024 Q3	$14.4M	Buy	+83,584	New	+$14.4M	0.4%	33