TwinBeech Capital’s Broadcom AVGO Stock Holding History

TwinBeech Capital’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	$227K	Buy	+600	New	+$241K	0.04%	326
2026 Q1	–	Sell	-26,539	Closed	-$9.19M	–	565
2025 Q4	$9.19M	Buy	26,539 +24,822	+1,446%	+$8.88M	0.65%	39
2025 Q3	$566K	Buy	+1,717	New	+$527K	0.02%	380
2025 Q1	–	Sell	-308,461	Closed	-$71.5M	–	707
2024 Q4	$71.5M	Buy	+308,461	New	+$57.1M	1.22%	3
2023 Q2	–	Sell	-974,080	Closed	-$62.5M	–	590
2023 Q1	$62.5M	Buy	+974,080	New	+$58.6M	1.27%	5

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

TwinBeech Capital's AVGO Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Broadcom (AVGO) in Q2 2026: 600 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #326 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in AVGO as recently as Q4 2025.

TwinBeech Capital first reported a position in AVGO in Q1 2023 and has held it in 5 quarters since. The position peaked at $71.5M in Q4 2024. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

TwinBeech Capital held 600 shares of Broadcom worth $227K as of Q2 2026.
Broadcom was a new TwinBeech Capital position in Q2 2026.
Broadcom made up 0.04% of TwinBeech Capital's portfolio in Q2 2026, its #326 holding.
TwinBeech Capital first reported a position in Broadcom in Q1 2023 and has held it in 5 quarters since.
TwinBeech Capital's Broadcom position peaked at $71.5M in Q4 2024.
4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.