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Steamboat Capital Partners’s Broadcom AVGO Stock Holding History

Steamboat 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 		$20.5M Buy
54,388
+9,388
+21% +$3.76M 4.39% 3
2026
Q1 		$13.9M Buy
45,000
+9,330
+26% +$3.07M 3.46% 4
2025
Q4 		$12.3M Sell
35,670
-6,464
-15% -$2.31M 3.39% 5
2025
Q3 		$13.9M Sell
42,134
-2,091
-5% -$641K 3.62% 4
2025
Q2 		$12.2M Sell
44,225
-35,775
-45% -$7.77M 3.47% 7
2025
Q1 		$13.4M Sell
80,000
-6,437
-7% -$1.36M 4.05% 5
2024
Q4 		$20M Sell
86,437
-1,752
-2% -$324K 6.19% 4
2024
Q3 		$15.2M Sell
88,189
-1,811
-2% -$290K 4.8% 7
2024
Q2 		$14.4M Sell
90,000
-33,500
-27% -$4.69M 5.3% 6
2024
Q1 		$16.4M Buy
123,500
+1,860
+2% +$230K 5.64% 5
2023
Q4 		$13.6M Buy
121,640
+930
+0.8% +$88.1K 5.1% 3
2023
Q3 		$10M Sell
120,710
-19,720
-14% -$1.71M 3.72% 12
2023
Q2 		$12.2M Sell
140,430
-59,570
-30% -$4.25M 4.2% 6
2023
Q1 		$12.8M Sell
200,000
-101,040
-34% -$6.08M 4.25% 5
2022
Q4 		$16.8M Buy
301,040
+50,870
+20% +$2.55M 6.83% 5
2022
Q3 		$11.1M Sell
250,170
-99,830
-29% -$5.1M 5.51% 5
2022
Q2 		$17.2M Buy
+350,000
New +$19.6M 5.91% 5
2019
Q3 		– Sell
-561,850
Closed -$16.2M – 35
2019
Q2 		$16.2M Buy
561,850
+295,280
+111% +$8.61M 4.24% 11
2019
Q1 		$8.02M Sell
266,570
-250,000
-48% -$6.78M 2.87% 17
2018
Q4 		$13.1M Buy
516,570
+214,700
+71% +$5.07M 5.61% 8
2018
Q3 		$7.45M Buy
+301,870
New +$6.77M 3.24% 17

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

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

Steamboat Capital Partners increased its Broadcom (AVGO) stake by 21% in Q2 2026, buying an estimated $3.76M and bringing the position to 54,388 shares worth $20.5M. The position accounts for 4.39% of the portfolio, ranked #3.

Steamboat Capital Partners first reported a position in AVGO in Q3 2018 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Steamboat Capital Partners held 54,388 shares of Broadcom worth $20.5M as of Q2 2026.
  • Steamboat Capital Partners bought 9,388 Broadcom shares in Q2 2026, an estimated $3.76M.
  • Broadcom made up 4.39% of Steamboat Capital Partners's portfolio in Q2 2026, its #3 holding.
  • Steamboat Capital Partners first reported a position in Broadcom in Q3 2018 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.