Polymer Capital Management (HK)’s Broadcom AVGO Stock Holding History

Polymer Capital Management (HK)’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	$5.17M	Sell	16,711 -32,133	-66%	-$10.6M	0.45%	40
2025 Q4	$16.9M	Buy	48,844 +12,503	+34%	+$4.47M	2.4%	10
2025 Q3	$12M	Sell	36,341 -4,299	-11%	-$1.32M	1.65%	16
2025 Q2	$11.2M	Buy	+40,640	New	+$8.82M	1.69%	20
2025 Q1	–	Sell	-45,600	Closed	-$10.6M	–	140
2024 Q4	$10.6M	Buy	45,600 +11,806	+35%	+$2.18M	1.83%	12
2024 Q3	$5.83M	Sell	33,794 -31,746	-48%	-$5.09M	1.35%	16
2024 Q2	$10.5M	Buy	65,540 +45,540	+228%	+$6.38M	2.13%	16
2024 Q1	$2.65M	Buy	20,000 +13,000	+186%	+$1.61M	0.67%	42
2023 Q4	$781K	Buy	+7,000	New	+$663K	0.27%	77

Other funds holding AVGO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Polymer Capital Management (HK)'s AVGO Position: Q1 2026 in Review

Polymer Capital Management (HK) reduced its Broadcom (AVGO) stake by 66% in Q1 2026, selling an estimated $10.6M and leaving 16,711 shares worth $5.17M. The position accounts for 0.45% of the portfolio, ranked #40.

Polymer Capital Management (HK) first reported a position in AVGO in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Polymer Capital Management (HK) held 16,711 shares of Broadcom worth $5.17M as of Q1 2026.
Polymer Capital Management (HK) sold 32,133 Broadcom shares in Q1 2026, an estimated $10.6M.
Broadcom made up 0.45% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #40 holding.
Polymer Capital Management (HK) first reported a position in Broadcom in Q4 2023 and has held it in 9 quarters since.
Polymer Capital Management (HK)'s Broadcom position peaked at $16.9M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.