AVGO

Name: AVGO Institutional 13F Holders
Creator: Super Investors

BROADCOM INC

Smart Money Scoreconcentrated fundamentals + insiders + Congress

WEAK

Concentrated Holders

16/ 19

avg 1.9% of book

New Initiators (Q)

concentrated funds that went 0 → position last quarter

Insider Net (180d)

-$31.3M

0B / 8S

Congress (180d)

-1

3B / 4S

breakdown: holders 32.4 + initiators 10 + insider -5 + congress 0

○Concentrated only (16)

Institution	Shares	Value ▼	% Total	Δ	Filed
Coatue Management LLC	5.85M	$2.21B	48.5%	+6.2%	Aug 14, 26
Polen Capital Management LLC	1.96M	$740.47M	16.3%	-27%	Aug 4, 26
Tiger Global Management LLC	1.75M	$662.60M	14.5%	-51%	Aug 14, 26
Sands Capital Management LLC	1.13M	$425.69M	9.3%	-20%	Aug 13, 26
Jensen Investment Management Inc	392.1K	$148.11M	3.3%	-12%	Aug 7, 26
Soros Fund Management LLC	165.2K	$62.42M	1.4%	+6.5%	Aug 14, 26
Light Street Capital Management LLC	153.3K	$57.89M	1.3%	+2.3%	Aug 14, 26
Appaloosa LP	150.0K	$56.66M	1.2%	NEW	Aug 14, 26
MAR VISTA INVESTMENT PARTNERS LLC	135.9K	$51.34M	1.1%	-2.8%	Aug 10, 26
Hosking Partners LLP	115.6K	$43.66M	1.0%	-3.3%	Aug 3, 26
Torray LLC	101.5K	$38.33M	0.8%	+2.0%	Jul 30, 26
First Pacific Advisors, LP	63.2K	$23.86M	0.5%	+1.1%	Aug 14, 26
Whale Rock Capital Management LLC	59.8K	$22.58M	0.5%	-92%	Aug 14, 26
Dodge & Cox	19.3K	$7.29M	0.2%	—	Aug 13, 26
Maverick Capital Ltd	5.7K	$2.17M	0.0%	NEW	Aug 14, 26
Mairs & Power Inc	3.7K	$1.38M	0.0%	+3.7%	Aug 14, 26
Harris Associates LP	1.8K	$672K	0.0%	-1.9%	Aug 14, 26
Matrix Asset Advisors Inc	1.1K	$422K	0.0%	+1.7%	Jul 15, 26
Causeway Capital Management LLC	802	$303K	0.0%	-4.9%	Aug 13, 26

Date	Member	Party	Type	Amount
Jul 24, 26	David J. Taylor	R	BUY	$1K–$15K	PDF
Apr 27, 26	David J. Taylor	R	SELL	$1K–$15K	PDF