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Savoie Capital’s Broadcom AVGO Stock Holding History

Savoie Capital’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
2025
Q2 		$11.5M Sell
41,890
-18,400
-31% -$4M 1.44% 18
2025
Q1 		$14M Hold
60,290
– – 1.67% 17
2024
Q4 		$14M Sell
60,290
-19,000
-24% -$3.51M 1.67% 17
2024
Q3 		$13.7M Hold
79,290
– – 1.67% 16
2024
Q2 		$12.7M Hold
79,290
– – 1.65% 16
2024
Q1 		$10.5M Buy
79,290
+11,850
+18% +$1.47M 1.46% 17
2023
Q4 		$7.53M Buy
67,440
+1,350
+2% +$128K 1.72% 18
2023
Q3 		$5.49M Buy
+66,090
New +$5.73M 1.44% 18

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Savoie Capital's AVGO Position: Q2 2025 in Review

Savoie Capital reduced its Broadcom (AVGO) stake by 31% in Q2 2025, selling an estimated $4M and leaving 41,890 shares worth $11.5M. The position accounts for 1.44% of the portfolio, ranked #18.

Savoie Capital first reported a position in AVGO in Q3 2023 and has held it in 8 quarters since. The position peaked at $14M in Q1 2025. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • Savoie Capital held 41,890 shares of Broadcom worth $11.5M as of Q2 2025.
  • Savoie Capital sold 18,400 Broadcom shares in Q2 2025, an estimated $4M.
  • Broadcom made up 1.44% of Savoie Capital's portfolio in Q2 2025, its #18 holding.
  • Savoie Capital first reported a position in Broadcom in Q3 2023 and has held it in 8 quarters since.
  • Savoie Capital's Broadcom position peaked at $14M in Q1 2025.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.