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Munro Partners’s Broadcom AVGO Stock Holding History

Munro Partners’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 		$126M Buy
408,396
+281,720
+222% +$92.7M 4.28% 5
2025
Q4 		$43.8M Sell
126,676
-222,870
-64% -$79.7M 1.14% 29
2025
Q3 		$115M Buy
349,546
+144,330
+70% +$44.3M 3.12% 10
2025
Q2 		$56.6M Sell
205,216
-266,604
-57% -$57.9M 1.76% 28
2025
Q1 		$79M Buy
471,820
+18,585
+4% +$3.93M 3.7% 11
2024
Q4 		$105M Buy
453,235
+71,520
+19% +$13.2M 3.49% 9
2024
Q3 		$65.8M Buy
381,715
+364,815
+2,159% +$58.5M 2.4% 19
2024
Q2 		$2.71M Buy
16,900
+100
+0.6% +$14K 0.1% 39
2024
Q1 		$2.23M Sell
16,800
-245,650
-94% -$30.4M 0.08% 46
2023
Q4 		$29.3M Buy
+262,450
New +$24.9M 1.31% 29
2021
Q1 		– Sell
-1,904,450
Closed -$83.4M – 26
2020
Q4 		$83.4M Buy
1,904,450
+138,750
+8% +$5.41M 3.62% 9
2020
Q3 		$64.3M Buy
1,765,700
+867,400
+97% +$29.1M 4.19% 9
2020
Q2 		$28.4M Buy
+898,300
New +$25.1M 3.2% 16

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Munro Partners's AVGO Position: Q1 2026 in Review

Munro Partners increased its Broadcom (AVGO) stake by 222% in Q1 2026, buying an estimated $92.7M and bringing the position to 408,396 shares worth $126M. The position accounts for 4.28% of the portfolio, ranked #5.

Munro Partners first reported a position in AVGO in Q2 2020 and has held it in 13 quarters since. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Munro Partners held 408,396 shares of Broadcom worth $126M as of Q1 2026.
  • Munro Partners bought 281,720 Broadcom shares in Q1 2026, an estimated $92.7M.
  • Broadcom made up 4.28% of Munro Partners's portfolio in Q1 2026, its #5 holding.
  • Munro Partners first reported a position in Broadcom in Q2 2020 and has held it in 13 quarters since.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.