AVGO β€” BROADCOM INC

Ownership history in 1248 Management, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which 1248 Management, LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.97% (2025 Q3)
πŸ“Š Avg. % of fund
0.63%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

1248 Management, LLC Γ— AVGO AI Analytics

πŸ“ˆ 1248 Management, LLC outperformed the S&P 500 by +45.2% annually on this AVGO position. Timing score: 50% (2/4 decisions correct). Average cost basis: $207.29. Maximum drawdown during holding period: –27.6%.

πŸ“ˆ Position Alpha vs SPY
+45.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 45.2% per year on this position.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$207.29
+66.6% vs current ($345.38)

Best entry: $166.08 (2025 Q1)  Β·  Worst: $274.08 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–27.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ 1248 Management, LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 0.95% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AVGO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,137 -49 -0.9% 0.95% $1.8M $345.38
2025 Q3 REDUCED 5,186 -1,053 -16.9% 0.97% $1.7M $328.59
2025 Q2 ADDED 6,239 +1,495 +31.5% 0.64% $1.7M $274.08
2025 Q1 ADDED 4,744 +3,231 +213.5% 0.43% $794K $166.08
2024 Q4 INITIATED 1,513 β€” β€” 0.15% $351K $229.28

🏒 Other funds also holding AVGO

As of 2025 Q4 β€” sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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