AVGO
Broadcom Inc
14 super-investors hold AVGO worth a combined $4.48B. The largest position: William Von Mueffling at 8.3% of their portfolio. This quarter the cohort logged 3 buys and 1 sell on the name. Cohort Conviction Score: 44 — ranked #82 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own AVGO
Two new entrants — Daniel Loeb and Stanley Druckenmiller — joined the AVGO cohort in 2026Q1, while Chase Coleman added to an already substantial 4.9% position worth $1.1B, and no existing holder trimmed. The sole departure was Stephen Mandel, whose exit partially offsets the quarter's additions. Fourteen super-investors now hold the stock collectively at $4.5B, with William Von Mueffling carrying the highest conviction at 8.3% of his portfolio ($1.3B), followed by Polen Capital at 5.8% ($835M). The owner count — which had plateaued between 2 and 3 for most of the prior seven quarters — has now ticked to 4 among the most concentrated holders, suggesting cautiously rising interest rather than a broad-based accumulation.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Price Prediction: Broadcom Stock Will End The Year at This Price24/7 Wall St. ·
- Broadcom (AVGO) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031Yahoo Finance ·
- Broadcom Executive Sells $10 Million in AVGO Stock. Is the Insider Sale a Warning Sign?TipRanks ·
- Why Broadcom Stock Ticked Higher on TuesdayThe Motley Fool ·
- The Real Risk Inside Broadcom StockTrefis ·
- Morgan Stanley Reaffirms Buy Rating on Broadcom Stock, Says ‘AVGO Remains a Core AI Winner’TipRanks ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | William Von Mueffling | 8.3% | 32q | $1.26B | 4,056,002 |
| 2 | Chase Coleman | 4.9% | 10q | $1.11B | 3,584,814 |
| 3 | Joel Greenblatt | 0.7% | 32q | $1.01B | 3,257,394 |
| 4 | Polen Capital Management | 5.8% | 3q | $835M | 2,697,567 |
| 5 | Jensen Investment Management | 2.7% | 2q | $138M | 445,649 |
| 6 | Stanley Druckenmiller | 2.1% | 4q | $61M | 195,955 |
| 7 | Torray Funds | 4.5% | 15q | $31M | 99,470 |
| 8 | First Pacific Advisors | 0.3% | 32q | $19M | 62,465 |
| 9 | Daniel Loeb | 0.7% | — 1q | $15M | 50,000 |
| 10 | Dodge & Cox Funds | <0.1% | 10q | $6M | 19,290 |
| 11 | Mairs & Power Funds | <0.1% | 13q | $1M | 3,533 |
| 12 | Bill Nygren | <0.1% | 4q | $561K | 1,813 |
| 13 | David Katz | <0.1% | 5q | $340K | 1,099 |
| 14 | Sarah Ketterer | <0.1% | 14q | $261K | 843 |
- 1William Von Muefflingport8.3%val$1.26B4,056,002 sh·32q held
- 2Chase Colemanport4.9%val$1.11B3,584,814 sh·10q held
- 3Joel Greenblattport0.7%val$1.01B3,257,394 sh·32q held
- 4Polen Capital Managementport5.8%val$835M2,697,567 sh·3q held
- 5Jensen Investment Managementport2.7%val$138M445,649 sh·2q held
- 6Stanley Druckenmillerport2.1%val$61M195,955 sh·4q held
- 7Torray Fundsport4.5%val$31M99,470 sh·15q held
- 8First Pacific Advisorsport0.3%val$19M62,465 sh·32q held
- 9Daniel Loebport0.7%val$15M50,000 sh·—1q held
- 10Dodge & Cox Fundsport<0.1%val$6M19,290 sh·10q held
- 11Mairs & Power Fundsport<0.1%val$1M3,533 sh·13q held
- 12Bill Nygrenport<0.1%val$561K1,813 sh·4q held
- 13David Katzport<0.1%val$340K1,099 sh·5q held
- 14Sarah Kettererport<0.1%val$261K843 sh·14q held
Owners of AVGO also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | ADD | 4.9% | +25% | $1.11B | May 15, 2026 |
| Daniel Loeb | NEW | 0.7% | +100% | $15M | May 15, 2026 |
| Stanley Druckenmiller | NEW | 2.1% | +100% | $61M | May 15, 2026 |
| Stephen Mandel | EXIT | 4.4% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 11135F101. Not investment advice.