Tairen Capital’s Broadcom AVGO Stock Holding History

Tairen Capital’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	–	Sell	-60,212	Closed	-$20.8M	–	48
2025 Q4	$20.8M	Buy	60,212 +46,142	+328%	+$16.5M	2.17%	16
2025 Q3	$4.64M	Sell	14,070 -10,630	-43%	-$3.26M	0.5%	47
2025 Q2	$6.81M	Sell	24,700 -179,600	-88%	-$39M	0.7%	42
2025 Q1	$34.2M	Buy	204,300 +202,400	+10,653%	+$42.8M	2.26%	10
2024 Q4	$440K	Buy	+1,900	New	+$351K	0.06%	62
2024 Q3	–	Sell	-53,920	Closed	-$8.66M	–	63
2024 Q2	$8.66M	Buy	+53,920	New	+$7.56M	0.31%	14
2023 Q3	–	Sell	-2,573,660	Closed	-$223M	–	26
2023 Q2	$223M	Buy	+2,573,660	New	+$184M	7.03%	3
2022 Q4	–	Sell	-7,000	Closed	-$311K	–	31
2022 Q3	$311K	Buy	+7,000	New	+$358K	0.04%	26
2022 Q2	–	Sell	-7,000	Closed	-$441K	–	29
2022 Q1	$441K	Buy	+7,000	New	+$416K	0.06%	38
2021 Q2	–	Sell	-456,720	Closed	-$21.2M	–	29
2021 Q1	$21.2M	Buy	+456,720	New	+$21.1M	2.42%	8
2019 Q3	–	Sell	-308,000	Closed	-$8.87M	–	41
2019 Q2	$8.87M	Sell	308,000 -303,090	-50%	-$8.83M	1.71%	11
2019 Q1	$18.4M	Buy	+611,090	New	+$16.6M	2.06%	14

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

Tairen Capital's AVGO Position: Q1 2026 in Review

Tairen Capital sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 60,212 shares — an estimated $20.8M sold.

Tairen Capital first reported a position in AVGO in Q1 2019 and held it in 12 quarters. The position peaked at $223M in Q2 2023. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Tairen Capital reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 60,212 Broadcom shares in Q1 2026, an estimated $20.8M.
Tairen Capital first reported a position in Broadcom in Q1 2019 and held it in 12 quarters.
Tairen Capital's Broadcom position peaked at $223M in Q2 2023.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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