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Thematics Asset Management’s Broadcom AVGO Stock Holding History

Thematics Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.4M Buy
73,842
+35,235
+91% +$9.71M 0.92% 45
2025
Q1 		$6.46M Buy
+38,607
New +$6.46M 0.33% 90