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Steadfast Capital Management’s Broadcom AVGO Stock Holding History

Steadfast Capital 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
2019
Q1 		– Sell
-2,475,000
Closed -$62.9M – 43
2018
Q4 		$62.9M Hold
2,475,000
– – 1.12% 29
2018
Q3 		$61.1M Buy
+2,475,000
New +$55.5M 0.87% 34

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steadfast Capital Management's AVGO Position: Q1 2026 in Review

Steadfast Capital Management reduced its Broadcom (AVGO) stake by 23% in Q1 2026, selling an estimated $13M and leaving 135,350 shares worth $41.9M. The position accounts for 1.43% of the portfolio, ranked #26.

Steadfast Capital Management first reported a position in AVGO in Q3 2018 and has held it in 5 quarters since. The position peaked at $113M in Q3 2018. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Steadfast Capital Management held 135,350 shares of Broadcom worth $41.9M as of Q1 2026.
  • Steadfast Capital Management sold 39,500 Broadcom shares in Q1 2026, an estimated $13M.
  • Broadcom made up 1.43% of Steadfast Capital Management's portfolio in Q1 2026, its #26 holding.
  • Steadfast Capital Management first reported a position in Broadcom in Q3 2018 and has held it in 5 quarters since.
  • Steadfast Capital Management's Broadcom position peaked at $113M in Q3 2018.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Steadfast Capital Management's 13F filing for Q1 2026, filed 15 May 2026.