Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

AVGO · Broadcom Inc · Form 13F filings for Q2 2026

Broadcom

14 of 76 investors hold it

Together they reported $1.9 billion of it. In Q2 2026, 2 added and 4 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

ShareXLinkedIn
Price on Yahoo Finance ↗

Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

David TepperNew positionLee AinslieNew position

4reduced or sold out

Daniel LoebSold outWilliam Von Mueffling−95.4%Chase Coleman−51.1%Polen Capital Management−27.3%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
William Von Mueffling10.61%$71M−95.4%
Polen Capital Management6.38%$740M−27.3%
Torray Funds5.17%$38MNo change of 20%
Jensen Investment Management3.59%$148MNo change of 20%
Chase Coleman2.76%$663M−51.1%
David Tepper0.76%$57MNew position
First Pacific Advisors0.30%$24MNo change of 20%
Joel Greenblatt0.30%$128MNo change of 20%
David Katz0.03%$422KNo change of 20%
Lee Ainslie0.02%$2MNew position
Mairs & Power Funds0.01%$1MNo change of 20%
Bill Nygren0.00%$672KNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

9Q3 ’24
8Q4 ’24
8Q1 ’25
10Q2 ’25
11Q3 ’25
13Q4 ’25
14Q1 ’26
14Q2 ’26

Where to next

Polen Capital ManagementLargest holder by dollars: $740M →William Von MuefflingHighest conviction: 10.61% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 11135F101 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing