Sycomore Asset Management’s Broadcom AVGO Stock Holding History

Sycomore 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	$44M	Hold	104,183	–	–	4.72%	4
2026 Q1	$18.6M	Buy	+104,183	New	+$34.3M	2.58%	9
2025 Q3	–	Sell	-104,183	Closed	-$18.6M	–	64
2025 Q2	$18.6M	Hold	104,183	–	–	2.88%	7
2025 Q1	$18.6M	Hold	104,183	–	–	2.63%	8
2024 Q4	$18.6M	Sell	104,183 -3,799	-4%	-$703K	2.65%	8
2024 Q3	$19.2M	Buy	107,982 +6,762	+7%	+$1.08M	3.19%	5
2024 Q2	$16.1M	Buy	101,220 +6,910	+7%	+$968K	2.83%	8
2024 Q1	$12.3M	Sell	94,310 -7,080	-7%	-$877K	2.7%	10
2023 Q4	$11.4M	Buy	101,390 +19,790	+24%	+$1.87M	2.45%	8
2023 Q3	$6.76M	Buy	+81,600	New	+$7.07M	1.73%	21
2023 Q1	–	Sell	-52,100	Closed	-$2.88M	–	90
2022 Q4	$2.88M	Buy	52,100 +22,000	+73%	+$1.1M	0.79%	37
2022 Q3	$1.39M	Buy	+30,100	New	+$1.54M	0.39%	63
2021 Q2	–	Sell	-91,360	Closed	-$4.32M	–	106
2021 Q1	$4.32M	Sell	91,360 -22,100	-19%	-$1.02M	0.84%	48
2020 Q4	$4.97M	Sell	113,460 -120	-0.1%	-$4.68K	1.04%	38
2020 Q3	$4.17M	Buy	+113,580	New	+$3.8M	1.21%	25

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Sycomore Asset Management held its Broadcom (AVGO) position steady in Q2 2026 at 104,183 shares worth $44M. The position accounts for 4.72% of the portfolio, ranked #4.

Sycomore Asset Management first reported a position in AVGO in Q3 2020 and has held it in 15 quarters since. 1,915 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sycomore Asset Management held 104,183 shares of Broadcom worth $44M as of Q2 2026.
Sycomore Asset Management left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 4.72% of Sycomore Asset Management's portfolio in Q2 2026, its #4 holding.
Sycomore Asset Management first reported a position in Broadcom in Q3 2020 and has held it in 15 quarters since.
1,915 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.