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Valiant Capital Management’s Broadcom AVGO Stock Holding History

Valiant Capital Management’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 		$47.8M Hold
126,602
– – 1.93% 15
2026
Q1 		$39.2M Sell
126,602
-12,200
-9% -$4.01M 2.25% 13
2025
Q4 		$48M Sell
138,802
-13,702
-9% -$4.9M 2.72% 8
2025
Q3 		$50.3M Sell
152,504
-82,236
-35% -$25.2M 3.46% 10
2025
Q2 		$64.7M Buy
234,740
+19,700
+9% +$4.28M 3.54% 10
2025
Q1 		$36M Buy
215,040
+17,100
+9% +$3.62M 2.63% 14
2024
Q4 		$45.9M Hold
197,940
– – 2.91% 8
2024
Q3 		$34.1M Sell
197,940
-49,270
-20% -$7.9M 1.89% 12
2024
Q2 		$39.7M Buy
247,210
+63,210
+34% +$8.86M 2.12% 15
2024
Q1 		$24.4M Buy
+184,000
New +$22.8M 1.54% 21

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valiant Capital Management's AVGO Position: Q2 2026 in Review

Valiant Capital Management held its Broadcom (AVGO) position steady in Q2 2026 at 126,602 shares worth $47.8M. The position accounts for 1.93% of the portfolio, ranked #15.

Valiant Capital Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.7M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Valiant Capital Management held 126,602 shares of Broadcom worth $47.8M as of Q2 2026.
  • Valiant Capital Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 1.93% of Valiant Capital Management's portfolio in Q2 2026, its #15 holding.
  • Valiant Capital Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Valiant Capital Management's Broadcom position peaked at $64.7M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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