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AVGO

Broadcom Inc

14 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning AVGO?

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Broadcom designs, develops and supplies semiconductor and semiconductor-based products, plus infrastructure software solutions. Its infrastructure software helps enterprises simplify IT environments and modernize, optimize and secure cloud workloads.

Question to investigate: Can Broadcom convert AI infrastructure demand into durable results while managing customer concentration, financing arrangements and cyclical semiconductor exposure?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2026

Chase Coleman reduced reported AVGO shares by 51.1%.

Holdings as of Jun 30, 2026 · filed Aug 14, 2026. Position at period end: 2.8% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

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Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

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  1. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-51.1%

    Chase Coleman · 4.9% of reported portfolio

    Original SEC filing ↗

    -9.2% vs SPY

    34 sessions after disclosure

    direction supported so far

  2. Q2 2026

    filed Aug 14, 2026

    45d lag

    EXITEXIT

    Stanley Druckenmiller · 2.1% of reported portfolio

    Original SEC filing ↗

    -9.2% vs SPY

    34 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    NEWNEW

    David Tepper · 0.8% of reported portfolio

    Original SEC filing ↗

    -9.2% vs SPY

    34 sessions after disclosure

    direction not supported so far

  4. Q2 2026

    filed Aug 14, 2026

    45d lag

    EXITEXIT

    Daniel Loeb · 0.7% of reported portfolio

    Original SEC filing ↗

    -9.2% vs SPY

    34 sessions after disclosure

    direction supported so far

  5. Q2 2026

    filed Aug 4, 2026

    35d lag

    TRIM-27.3%

    Polen Capital Management · 5.8% of reported portfolio

    Original SEC filing ↗

    -15.2% vs SPY

    42 sessions after disclosure

    direction supported so far

  6. Q2 2026

    filed Jul 29, 2026

    29d lag

    TRIM-95.4%

    William Von Mueffling · 8.3% of reported portfolio

    Original SEC filing ↗

    -12.3% vs SPY

    46 sessions after disclosure

    direction supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 11135F101. No current price, valuation or manager motive is inferred.