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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TwinBeech Capital's AVGO Position: Q1 2026 in Review

TwinBeech Capital sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 26,539 shares — an estimated $9.19M sold.

TwinBeech Capital first reported a position in AVGO in Q1 2023 and held it in 4 quarters. The position peaked at $71.5M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

TwinBeech Capital reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 26,539 Broadcom shares in Q1 2026, an estimated $9.19M.
TwinBeech Capital first reported a position in Broadcom in Q1 2023 and held it in 4 quarters.
TwinBeech Capital's Broadcom position peaked at $71.5M in Q4 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.