Third Point’s Broadcom AVGO Stock Holding History

Third Point’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-50,000	Closed	-$15.5M	–	44
2026 Q1	$15.5M	Buy	+50,000	New	+$16.5M	0.74%	24
2017 Q1	–	Sell	-3,000,000	Closed	-$53M	–	40
2016 Q4	$53M	Buy	+3,000,000	New	+$52M	0.52%	35
2016 Q2	–	Sell	-13,000,000	Closed	-$201M	–	42
2016 Q1	$201M	Sell	13,000,000 -2,000,000	-13%	-$27M	1.85%	19
2015 Q4	$218M	Sell	15,000,000 -1,500,000	-9%	-$19.5M	2.21%	10
2015 Q3	$206M	Buy	+16,500,000	New	+$208M	1.95%	15
2014 Q4	–	Sell	-16,500,000	Closed	-$144M	–	41
2014 Q3	$144M	Sell	16,500,000 -3,500,000	-18%	-$27.3M	1.65%	22
2014 Q2	$144M	Hold	20,000,000	–	–	1.77%	22
2014 Q1	$129M	Buy	+20,000,000	New	+$117M	1.89%	26

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Third Point's AVGO Position: Q2 2026 in Review

Third Point sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 50,000 shares — an estimated $15.5M sold.

Third Point first reported a position in AVGO in Q1 2014 and held it in 8 quarters. The position peaked at $218M in Q4 2015. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Third Point reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Third Point sold 50,000 Broadcom shares in Q2 2026, an estimated $15.5M.
Third Point first reported a position in Broadcom in Q1 2014 and held it in 8 quarters.
Third Point's Broadcom position peaked at $218M in Q4 2015.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Third Point's 13F filing for Q2 2026, filed 14 Aug 2026.