AVGO BROADCOM INC

Ownership history in ADAPT Investment Managers SA  ·  15 quarters on record

AI Ownership Summary

ADAPT Investment Managers SA reported BROADCOM INC (AVGO) in 15 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 6.24% in 2024 Q4. The latest visible filing shows AVGO at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAPT Investment Managers SA's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.24% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADAPT Investment Managers SA held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 15 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 875,000 +772,348 +752.4% 2.23% $302.8M 2026-02-14 (Est.) $324.49
2025 Q4 REDUCED 102,652 -272,348 -72.6% 0.26% $35.5M 2026-02-14 (Est.) $324.49
2025 Q4 ADDED 375,000 +215,004 +134.4% 0.96% $129.8M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 159,996 -65,004 -28.9% 0.50% $52.8M 2025-10-29 $384.44
2025 Q3 REDUCED 225,000 -650,000 -74.3% 0.70% $74.2M 2025-10-29 $384.44
2025 Q3 ADDED 875,000 +776,304 +786.6% 2.71% $288.7M 2025-10-29 $384.44
2025 Q2 REDUCED 98,696 -976,304 -90.8% 0.34% $27.2M 2025-07-24 $287.06
2025 Q2 ADDED 1,075,000 +1,025,000 +2050.0% 3.72% $296.3M 2025-07-24 $287.06
2025 Q2 REDUCED 50,000 -150,000 -75.0% 0.17% $13.8M 2025-07-24 $287.06
2025 Q1 UNCHANGED 200,000 0% 1.14% $33.5M 2025-05-14 $230.25
2025 Q1 ADDED 200,000 +117,732 +143.1% 1.14% $33.5M 2025-05-14 $230.25
2025 Q1 REDUCED 82,268 -17,732 -17.7% 0.47% $13.8M 2025-05-14 $230.25
2024 Q4 REDUCED 100,000 -48,970 -32.9% 0.62% $24.2M 2025-02-14 $230.47
2024 Q4 REDUCED 148,970 -851,030 -85.1% 0.93% $36.0M 2025-02-14 $230.47
2024 Q4 INITIATED 1,000,000 6.24% $241.8M 2025-02-14 $230.47

FAQ About ADAPT Investment Managers SA and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAPT Investment Managers SA reported owning AVGO?

ADAPT Investment Managers SA reported AVGO across 15 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AVGO position in ADAPT Investment Managers SA's portfolio?

The largest reported portfolio weight for AVGO was 6.24% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when ADAPT Investment Managers SA reported 875,000 shares, equal to 2.23% of portfolio, with an estimated market value of $302.8M.

What does the chart on this AVGO ownership page compare?

The chart compares ADAPT Investment Managers SA's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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