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Sivia Capital Partners’s Broadcom AVGO Stock Holding History

Sivia Capital Partners’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 		$10.1M Buy
26,632
+1,437
+6% +$576K 1.22% 10
2026
Q1 		$7.8M Buy
25,195
+10,847
+76% +$3.57M 1.51% 8
2025
Q4 		$4.97M Buy
14,348
+690
+5% +$247K 1.01% 14
2025
Q3 		$4.51M Buy
13,658
+965
+8% +$296K 1.27% 12
2025
Q2 		$3.5M Buy
12,693
+1,160
+10% +$252K 1.19% 13
2025
Q1 		$1.93M Buy
11,533
+1,949
+20% +$412K 0.9% 16
2024
Q4 		$2.22M Buy
9,584
+52
+0.5% +$9.62K 1.1% 16
2024
Q3 		$1.64M Buy
9,532
+542
+6% +$86.9K 0.97% 19
2024
Q2 		$1.44M Buy
8,990
+120
+1% +$16.8K 0.97% 19
2024
Q1 		$1.18M Sell
8,870
-410
-4% -$50.8K 0.8% 21
2023
Q4 		$1.04M Buy
+9,280
New +$879K 0.79% 21

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sivia Capital Partners's AVGO Position: Q2 2026 in Review

Sivia Capital Partners increased its Broadcom (AVGO) stake by 5.7% in Q2 2026, buying an estimated $576K and bringing the position to 26,632 shares worth $10.1M. The position accounts for 1.22% of the portfolio, ranked #10.

Sivia Capital Partners first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,441 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sivia Capital Partners held 26,632 shares of Broadcom worth $10.1M as of Q2 2026.
  • Sivia Capital Partners bought 1,437 Broadcom shares in Q2 2026, an estimated $576K.
  • Broadcom made up 1.22% of Sivia Capital Partners's portfolio in Q2 2026, its #10 holding.
  • Sivia Capital Partners first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.