Taikang Asset Management (HK)’s Broadcom AVGO Stock Holding History

Taikang Asset Management (HK)’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 Q1	$17M	Buy	55,031 +32,128	+140%	+$10.6M	1.7%	20
2025 Q4	$7.93M	Buy	22,903 +10,465	+84%	+$3.74M	0.78%	39
2025 Q3	$4.1M	Buy	+12,438	New	+$3.82M	0.46%	55
2025 Q2	–	Sell	-18,346	Closed	-$3.07M	–	101
2025 Q1	$3.07M	Buy	18,346 +1,746	+11%	+$370K	0.42%	73
2024 Q4	$3.85M	Sell	16,600 -31,044	-65%	-$5.74M	0.57%	52
2024 Q3	$8.22M	Buy	47,644 +36,444	+325%	+$5.84M	0.87%	41
2024 Q2	$1.8M	Buy	+11,200	New	+$1.57M	0.28%	67

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Taikang Asset Management (HK)'s AVGO Position: Q1 2026 in Review

Taikang Asset Management (HK) increased its Broadcom (AVGO) stake by 140% in Q1 2026, buying an estimated $10.6M and bringing the position to 55,031 shares worth $17M. The position accounts for 1.7% of the portfolio, ranked #20.

Taikang Asset Management (HK) first reported a position in AVGO in Q2 2024 and has held it in 7 quarters since. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Taikang Asset Management (HK) held 55,031 shares of Broadcom worth $17M as of Q1 2026.
Taikang Asset Management (HK) bought 32,128 Broadcom shares in Q1 2026, an estimated $10.6M.
Broadcom made up 1.7% of Taikang Asset Management (HK)'s portfolio in Q1 2026, its #20 holding.
Taikang Asset Management (HK) first reported a position in Broadcom in Q2 2024 and has held it in 7 quarters since.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.