Third Point’s Broadcom AVGO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-300,000	Closed	-$53M	–	39
2016 Q4	$53M	Buy	+300,000	New	+$53M	0.52%	35
2016 Q2	–	Sell	-1,300,000	Closed	-$201M	–	41
2016 Q1	$201M	Sell	1,300,000 -200,000	-13%	-$30.9M	1.85%	19
2015 Q4	$218M	Sell	1,500,000 -150,000	-9%	-$21.8M	2.21%	10
2015 Q3	$206M	Buy	+1,650,000	New	+$206M	1.95%	15
2014 Q4	–	Sell	-1,650,000	Closed	-$144M	–	41
2014 Q3	$144M	Sell	1,650,000 -350,000	-18%	-$30.5M	1.65%	21
2014 Q2	$144M	Hold	2,000,000	–	–	1.77%	22
2014 Q1	$129M	Buy	+2,000,000	New	+$129M	1.89%	24