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Varenne Capital Partners’s Broadcom AVGO Stock Holding History

Varenne Capital Partners’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 		$2.97M Buy
9,556
+126
+1% +$41.5K 0.72% 22
2025
Q4 		$3.27M Buy
9,430
+4,993
+113% +$1.79M 0.63% 19
2025
Q3 		$1.46M Buy
+4,437
New +$1.36M 0.28% 23
2024
Q1 		– Sell
-3,290
Closed -$367K – 18
2023
Q4 		$367K Buy
+3,290
New +$312K 0.11% 19

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Varenne Capital Partners's AVGO Position: Q1 2026 in Review

Varenne Capital Partners increased its Broadcom (AVGO) stake by 1.3% in Q1 2026, buying an estimated $41.5K and bringing the position to 9,556 shares worth $2.97M. The position accounts for 0.72% of the portfolio, ranked #22.

Varenne Capital Partners first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.27M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Varenne Capital Partners held 9,556 shares of Broadcom worth $2.97M as of Q1 2026.
  • Varenne Capital Partners bought 126 Broadcom shares in Q1 2026, an estimated $41.5K.
  • Broadcom made up 0.72% of Varenne Capital Partners's portfolio in Q1 2026, its #22 holding.
  • Varenne Capital Partners first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • Varenne Capital Partners's Broadcom position peaked at $3.27M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Varenne Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.