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 Q2	$37.5M	Buy	+99,160	New	+$39.8M	3.31%	11
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tairen Capital's AVGO Position: Q2 2026 in Review

Tairen Capital opened a new position in Broadcom (AVGO) in Q2 2026: 99,160 shares worth $37.5M. The stake represents 3.31% of the portfolio and ranks #11 among its holdings. This is a return to the name: Tairen Capital previously reported a position in AVGO as recently as Q4 2025.

Tairen Capital first reported a position in AVGO in Q1 2019 and has held it in 13 quarters since. The position peaked at $223M in Q2 2023. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Tairen Capital held 99,160 shares of Broadcom worth $37.5M as of Q2 2026.
Broadcom was a new Tairen Capital position in Q2 2026.
Broadcom made up 3.31% of Tairen Capital's portfolio in Q2 2026, its #11 holding.
Tairen Capital first reported a position in Broadcom in Q1 2019 and has held it in 13 quarters since.
Tairen Capital's Broadcom position peaked at $223M in Q2 2023.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.