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AVGO icon

SCGE Management’s Broadcom AVGO Stock Holding History

SCGE 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 		$184M Sell
486,400
-306,300
-39% -$123M 3.12% 7
2026
Q1 		$245M Buy
792,700
+66,700
+9% +$21.9M 7.44% 5
2025
Q4 		$251M Sell
726,000
-224,500
-24% -$80.3M 5.72% 6
2025
Q3 		$314M Sell
950,500
-325,000
-25% -$99.7M 6.12% 6
2025
Q2 		$352M Buy
1,275,500
+68,500
+6% +$14.9M 7.37% 3
2025
Q1 		$202M Buy
1,207,000
+87,000
+8% +$18.4M 5.82% 9
2024
Q4 		$260M Buy
+1,120,000
New +$207M 4.8% 7

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

SCGE Management's AVGO Position: Q2 2026 in Review

SCGE Management reduced its Broadcom (AVGO) stake by 39% in Q2 2026, selling an estimated $123M and leaving 486,400 shares worth $184M. The position accounts for 3.12% of the portfolio, ranked #7.

SCGE Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $352M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SCGE Management held 486,400 shares of Broadcom worth $184M as of Q2 2026.
  • SCGE Management sold 306,300 Broadcom shares in Q2 2026, an estimated $123M.
  • Broadcom made up 3.12% of SCGE Management's portfolio in Q2 2026, its #7 holding.
  • SCGE Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • SCGE Management's Broadcom position peaked at $352M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SCGE Management's 13F filing for Q2 2026, filed 14 Aug 2026.