AVGO
Broadcom Inc
14 of the 83 super-investors we track hold AVGO, worth a combined $2.85B per their latest 13F filings. The largest position: William Von Mueffling at 10.6% of their portfolio. This quarter the cohort logged 1 buy and 4 sells on the name. Conviction score: 42 of 100 (how strongly the cohort backs it) — ranked #105 of 742 stocks. The stock is up 19.5x since a tracked investor first held it at conviction size (Q2 2018 or earlier).
Held through it: William Von Mueffling (32q straight), First Pacific Advisors (32q straight), Torray Funds (15q straight) and 12 more. All multibaggers the cohort held →
Why super-investors own AVGO
AVGO is held by 14 super-investors in our cohort, with a combined position value of $2.8B. The highest-conviction owner is William Von Mueffling at 10.6% of their portfolio. Cohort ownership has grown from 11 to 14 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 2 trimmed, 2 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Jobs report, Broadcom results pose next hurdles for stock market rallyYahoo Finance ·
- Broadcom: I Am Hedging Before Q3; You Should Too (NASDAQ:AVGO)Seeking Alpha ·
- Why Is Broadcom Stock Sliding Ahead of Earnings?Benzinga ·
- Broadcom Stock: Is AVGO Underperforming the Technology Sector?Yahoo Finance ·
- Broadcom Stock (AVGO): Who Owns It Ahead of Q3 Earnings?TipRanks ·
- Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom StockBarchart.com ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2018Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.6% | 33q | $1.10B | 2,901,715 |
| 2 | Polen Capital Management | 6.4% | 4q | $740M | 1,960,209 |
| 3 | Chase Coleman | 2.8% | 11q | $663M | 1,754,062 |
| 4 | Jensen Investment Management | 3.6% | 3q | $148M | 392,082 |
| 5 | William Von Mueffling | 10.6% | 33q | $71M | 186,760 |
| 6 | David Tepper | 0.8% | 7q | $57M | 150,000 |
| 7 | Torray Funds | 5.2% | 16q | $38M | 101,468 |
| 8 | First Pacific Advisors | 0.3% | 33q | $24M | 63,167 |
| 9 | Dodge & Cox Funds | <0.1% | 11q | $7M | 19,290 |
| 10 | Lee Ainslie | <0.1% | 15q | $2M | 5,734 |
| 11 | Mairs & Power Funds | <0.1% | 14q | $1M | 3,663 |
| 12 | Bill Nygren | <0.1% | 5q | $672K | 1,779 |
| 13 | David Katz | <0.1% | 6q | $422K | 1,118 |
| 14 | Sarah Ketterer | <0.1% | 15q | $303K | 802 |
- 1Joel Greenblattport0.6%val$1.10B2,901,715 sh·33q held
- 2Polen Capital Managementport6.4%val$740M1,960,209 sh·4q held
- 3Chase Colemanport2.8%val$663M1,754,062 sh·11q held
- 4Jensen Investment Managementport3.6%val$148M392,082 sh·3q held
- 5William Von Muefflingport10.6%val$71M186,760 sh·33q held
- 6David Tepperport0.8%val$57M150,000 sh·7q held
- 7Torray Fundsport5.2%val$38M101,468 sh·16q held
- 8First Pacific Advisorsport0.3%val$24M63,167 sh·33q held
- 9Dodge & Cox Fundsport<0.1%val$7M19,290 sh·11q held
- 10Lee Ainslieport<0.1%val$2M5,734 sh·15q held
- 11Mairs & Power Fundsport<0.1%val$1M3,663 sh·14q held
- 12Bill Nygrenport<0.1%val$672K1,779 sh·5q held
- 13David Katzport<0.1%val$422K1,118 sh·6q held
- 14Sarah Kettererport<0.1%val$303K802 sh·15q held
Owners of AVGO also hold
Congress is trading AVGO
Congress tracker →- David J. Taylorbought$1,001 - $15,000 · 2026-07-24
- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Richard W. Allenbought$1,001 - $15,000 · 2026-07-14
- Rohit Khannabought$15,001 - $50,000 · 2026-06-05
- David J. Taylorsold$1,001 - $15,000 · 2026-04-27
- Rohit Khannabought$1,001 - $15,000 · 2026-04-13
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 2.8% | -51% | $663M | Aug 14, 2026 |
| Daniel Loeb | EXIT | 0.7% | -100% | $0 | Aug 14, 2026 |
| David Tepper | NEW | 0.8% | +100% | $57M | Aug 14, 2026 |
| Stanley Druckenmiller | EXIT | 2.1% | -100% | $0 | Aug 14, 2026 |
| William Von Mueffling | TRIM | 10.6% | -95% | $71M | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 11135F101. Not investment advice.