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AVGO icon

Spinecap SAS’s Broadcom AVGO Stock Holding History

Spinecap SAS’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 		$10.8M Sell
28,541
-3,456
-11% -$1.39M 3.22% 12
2026
Q1 		$9.9M Sell
31,997
-792
-2% -$261K 3.63% 10
2025
Q4 		$11.3M Buy
32,789
+1,164
+4% +$416K 4.88% 9
2025
Q3 		$10.4M Buy
+31,625
New +$9.7M 4.59% 9

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Spinecap SAS's AVGO Position: Q2 2026 in Review

Spinecap SAS reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $1.39M and leaving 28,541 shares worth $10.8M. The position accounts for 3.22% of the portfolio, ranked #12.

Spinecap SAS first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Spinecap SAS held 28,541 shares of Broadcom worth $10.8M as of Q2 2026.
  • Spinecap SAS sold 3,456 Broadcom shares in Q2 2026, an estimated $1.39M.
  • Broadcom made up 3.22% of Spinecap SAS's portfolio in Q2 2026, its #12 holding.
  • Spinecap SAS first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • Spinecap SAS's Broadcom position peaked at $11.3M in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Spinecap SAS's 13F filing for Q2 2026, filed 27 Jul 2026.