Oaktop Capital Management II’s Broadcom AVGO Stock Holding History

Oaktop Capital Management II’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	$137M	Hold	362,760	–	–	5.83%	4
2026 Q1	$112M	Hold	362,760	–	–	8.38%	4
2025 Q4	$126M	Hold	362,760	–	–	10.64%	4
2025 Q3	$120M	Hold	362,760	–	–	10.82%	3
2025 Q2	$100M	Hold	362,760	–	–	10.76%	4
2025 Q1	$60.7M	Hold	362,760	–	–	8.09%	4
2024 Q4	$84.1M	Hold	362,760	–	–	10.5%	4
2024 Q3	$62.6M	Hold	362,760	–	–	6.83%	5
2024 Q2	$58.2M	Hold	362,760	–	–	5.96%	5
2024 Q1	$48.1M	Hold	362,760	–	–	5.56%	5
2023 Q4	$40.5M	Buy	362,760 +202,760	+127%	+$19.2M	5.37%	5
2023 Q3	$13.3M	Hold	160,000	–	–	2.22%	9
2023 Q2	$13.9M	Hold	160,000	–	–	2.11%	11
2023 Q1	$10.3M	Hold	160,000	–	–	1.72%	11
2022 Q4	$8.95M	Hold	160,000	–	–	1.6%	11
2022 Q3	$7.1M	Hold	160,000	–	–	1.43%	13
2022 Q2	$7.77M	Hold	160,000	–	–	1.41%	13
2022 Q1	$10.1M	Hold	160,000	–	–	1.44%	13
2021 Q4	$10.6M	Hold	160,000	–	–	1.28%	13
2021 Q3	$7.76M	Hold	160,000	–	–	1.08%	13
2021 Q2	$7.63M	Hold	160,000	–	–	1.09%	13
2021 Q1	$7.42M	Hold	160,000	–	–	1.14%	13
2020 Q4	$7.01M	Hold	160,000	–	–	1.23%	13
2020 Q3	$5.83M	Hold	160,000	–	–	1.29%	13
2020 Q2	$5.05M	Buy	160,000 +10,000	+7%	+$280K	1.19%	13
2020 Q1	$3.56M	Buy	+150,000	New	+$4.23M	1.09%	13

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

Oaktop Capital Management II's AVGO Position: Q2 2026 in Review

Oaktop Capital Management II held its Broadcom (AVGO) position steady in Q2 2026 at 362,760 shares worth $137M. The position accounts for 5.83% of the portfolio, ranked #4.

Oaktop Capital Management II first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Oaktop Capital Management II held 362,760 shares of Broadcom worth $137M as of Q2 2026.
Oaktop Capital Management II left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 5.83% of Oaktop Capital Management II's portfolio in Q2 2026, its #4 holding.
Oaktop Capital Management II first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Oaktop Capital Management II's 13F filing for Q2 2026, filed 7 Aug 2026.