Otter Creek Advisors’s Broadcom AVGO Stock Holding History

Otter Creek Advisors’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
2023 Q4	–	Sell	-50,000	Closed	-$4.15M	–	50
2023 Q3	$4.15M	Buy	+50,000	New	+$4.33M	3.18%	13
2020 Q3	–	Sell	-26,000	Closed	-$821K	–	41
2020 Q2	$821K	Hold	26,000	–	–	0.65%	39
2020 Q1	$616K	Buy	+26,000	New	+$732K	0.67%	43
2019 Q4	–	Sell	-50,000	Closed	-$1.38M	–	64
2019 Q3	$1.38M	Sell	50,000 -75,000	-60%	-$2.13M	0.77%	49
2019 Q2	$3.6M	Sell	125,000 -178,000	-59%	-$5.19M	1.39%	32
2019 Q1	$9.11M	Sell	303,000 -291,000	-49%	-$7.89M	2.77%	8
2018 Q4	$15.1M	Buy	594,000 +492,000	+482%	+$11.6M	5.41%	2
2018 Q3	$2.52M	Sell	102,000 -45,000	-31%	-$1.01M	0.63%	64
2018 Q2	$3.57M	Sell	147,000 -254,000	-63%	-$6.23M	0.75%	51
2018 Q1	$9.45M	Sell	401,000 -260,000	-39%	-$6.55M	2%	13
2017 Q4	$17M	Sell	661,000 -54,000	-8%	-$1.4M	2.43%	5
2017 Q3	$17.3M	Sell	715,000 -285,000	-29%	-$7.05M	2.24%	7
2017 Q2	$23.3M	Sell	1,000,000 -6,000	-0.6%	-$139K	3.33%	1
2017 Q1	$22M	Buy	1,006,000 +669,000	+199%	+$13.8M	3.24%	3
2016 Q4	$5.96M	Sell	337,000 -681,000	-67%	-$11.8M	0.69%	66
2016 Q3	$17.6M	Buy	1,018,000 +59,000	+6%	+$987K	2.62%	6
2016 Q2	$14.9M	Buy	+959,000	New	+$14.6M	2.7%	6
2016 Q1	–	Sell	-105,000	Closed	-$1.52M	–	75
2015 Q4	$1.52M	Buy	+105,000	New	+$1.36M	0.45%	68

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Otter Creek Advisors's AVGO Position: Q3 2025 in Review

Otter Creek Advisors sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 9,505 shares — an estimated $2.62M sold.

Otter Creek Advisors first reported a position in AVGO in Q1 2024 and held it in 6 quarters. The position peaked at $6.55M in Q2 2024. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Otter Creek Advisors reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
Otter Creek Advisors sold 9,505 Broadcom shares in Q3 2025, an estimated $2.62M.
Otter Creek Advisors first reported a position in Broadcom in Q1 2024 and held it in 6 quarters.
Otter Creek Advisors's Broadcom position peaked at $6.55M in Q2 2024.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.