TFR Capital’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.78M Sell
23,248
-1,105
-5% -$443K 2.47% 8
2026
Q1
$7.54M Buy
24,353
+888
+4% +$292K 2.31% 8
2025
Q4
$8.12M Buy
23,465
+858
+4% +$307K 2.69% 7
2025
Q3
$7.46M Buy
22,607
+662
+3% +$203K 2.49% 8
2025
Q2
$6.05M Buy
21,945
+702
+3% +$152K 2.19% 11
2025
Q1
$3.56M Buy
21,243
+11,681
+122% +$2.47M 1.48% 15
2024
Q4
$2.22M Buy
+9,562
New +$1.77M 1.1% 27

Other funds holding AVGO

TFR Capital's AVGO Position: Q2 2026 in Review

TFR Capital reduced its Broadcom (AVGO) stake by 4.5% in Q2 2026, selling an estimated $443K and leaving 23,248 shares worth $8.78M. The position accounts for 2.47% of the portfolio, ranked #8.

TFR Capital first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • TFR Capital held 23,248 shares of Broadcom worth $8.78M as of Q2 2026.
  • TFR Capital sold 1,105 Broadcom shares in Q2 2026, an estimated $443K.
  • Broadcom made up 2.47% of TFR Capital's portfolio in Q2 2026, its #8 holding.
  • TFR Capital first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.