Tandem Capital Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.09M Buy
3,520
+115
+3% +$37.8K 0.55% 53
2025
Q4
$1.18M Buy
3,405
+45
+1% +$16.1K 0.54% 54
2025
Q3
$1.11M Buy
3,360
+880
+35% +$270K 0.52% 56
2025
Q2
$684K Hold
2,480
0.35% 71
2025
Q1
$415K Buy
2,480
+1,540
+164% +$326K 0.23% 86
2024
Q4
$218K Buy
+940
New +$174K 0.12% 106

Other funds holding AVGO

Tandem Capital Management's AVGO Position: Q1 2026 in Review

Tandem Capital Management increased its Broadcom (AVGO) stake by 3.4% in Q1 2026, buying an estimated $37.8K and bringing the position to 3,520 shares worth $1.09M. The position accounts for 0.55% of the portfolio, ranked #53.

Tandem Capital Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Tandem Capital Management held 3,520 shares of Broadcom worth $1.09M as of Q1 2026.
  • Tandem Capital Management bought 115 Broadcom shares in Q1 2026, an estimated $37.8K.
  • Broadcom made up 0.55% of Tandem Capital Management's portfolio in Q1 2026, its #53 holding.
  • Tandem Capital Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Tandem Capital Management's Broadcom position peaked at $1.18M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.