Sands Capital Management
AVGO icon

Sands Capital Management’s Broadcom AVGO Stock Holding History

Sands Capital Management’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 		$426M Sell
1,126,912
-275,923
-20% -$111M 1.58% 26
2026
Q1 		$434M Sell
1,402,835
-711,686
-34% -$234M 1.7% 21
2025
Q4 		$732M Buy
2,114,521
+53,897
+3% +$19.3M 2.23% 20
2025
Q3 		$680M Buy
2,060,624
+217,297
+12% +$66.7M 1.88% 22
2025
Q2 		$508M Buy
1,843,327
+422,457
+30% +$91.7M 1.46% 24
2025
Q1 		$238M Buy
+1,420,870
New +$301M 0.81% 32

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management's AVGO Position: Q2 2026 in Review

Sands Capital Management reduced its Broadcom (AVGO) stake by 20% in Q2 2026, selling an estimated $111M and leaving 1,126,912 shares worth $426M. The position accounts for 1.58% of the portfolio, ranked #26.

Sands Capital Management first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $732M in Q4 2025. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sands Capital Management held 1,126,912 shares of Broadcom worth $426M as of Q2 2026.
  • Sands Capital Management sold 275,923 Broadcom shares in Q2 2026, an estimated $111M.
  • Broadcom made up 1.58% of Sands Capital Management's portfolio in Q2 2026, its #26 holding.
  • Sands Capital Management first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • Sands Capital Management's Broadcom position peaked at $732M in Q4 2025.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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