Palestra Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,500,000
Closed -$64.2M 20
2017
Q4
$64.2M Buy
+2,500,000
New +$64.2M 3.6% 17