Telemark Asset Management’s Broadcom AVGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500,000	Closed	-$14.4M	–	39
2019 Q2	$14.4M	Hold	500,000	–	–	1.65%	25
2019 Q1	$15M	Buy	+500,000	New	+$15M	1.9%	18