Silphium Asset Management’s Broadcom AVGO Stock Holding History

Silphium Asset 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	$3.34M	Sell	8,841 -400	-4%	-$160K	1.13%	17
2026 Q1	$2.86M	Sell	9,241 -1,840	-17%	-$605K	1.08%	18
2025 Q4	$3.84M	Sell	11,081 -209	-2%	-$74.7K	1.63%	13
2025 Q3	$3.72M	Sell	11,290 -6,315	-36%	-$1.94M	1.1%	25
2025 Q2	$4.85M	Buy	17,605 +403	+2%	+$87.5K	1.73%	19
2025 Q1	$2.88M	Buy	17,202 +12,022	+232%	+$2.54M	2.32%	24
2024 Q4	$1.2M	Buy	+5,180	New	+$958K	0.4%	49
2024 Q1	–	Sell	-177,240	Closed	-$19.8M	–	47
2023 Q4	$19.8M	Buy	+177,240	New	+$16.8M	10.54%	2
2021 Q4	–	Sell	-50,000	Closed	-$2.42M	–	50
2021 Q3	$2.42M	Buy	+50,000	New	+$2.43M	0.95%	26

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Silphium Asset Management's AVGO Position: Q2 2026 in Review

Silphium Asset Management reduced its Broadcom (AVGO) stake by 4.3% in Q2 2026, selling an estimated $160K and leaving 8,841 shares worth $3.34M. The position accounts for 1.13% of the portfolio, ranked #17.

Silphium Asset Management first reported a position in AVGO in Q3 2021 and has held it in 9 quarters since. The position peaked at $19.8M in Q4 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Silphium Asset Management held 8,841 shares of Broadcom worth $3.34M as of Q2 2026.
Silphium Asset Management sold 400 Broadcom shares in Q2 2026, an estimated $160K.
Broadcom made up 1.13% of Silphium Asset Management's portfolio in Q2 2026, its #17 holding.
Silphium Asset Management first reported a position in Broadcom in Q3 2021 and has held it in 9 quarters since.
Silphium Asset Management's Broadcom position peaked at $19.8M in Q4 2023.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.