BAILARD, INC. AVGO — BROADCOM LTD

Ownership history in BAILARD, INC.  ·  33 quarters on record

AI Ownership Summary

BAILARD, INC. reported BROADCOM LTD (AVGO) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.96% in 2025 Q4. The latest visible filing shows AVGO at 0.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILARD, INC.'s position in BROADCOM LTD, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q4

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

Time in book
Holding Window
2023 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.

AVGO stock page BAILARD, INC. fund profile BAILARD, INC. full holdings
How BAILARD, INC. held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 125,712 +11,338 +9.9% 0.96% $43.5M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED — — — 114,374 +2,330 +2.1% 0.82% $37.7M 2025-10-30 $374.96
2025 Q2 ADDED — — — 112,044 +46,326 +70.5% 0.72% $30.9M 2025-08-08 $303.23
2025 Q1 ADDED — — — 65,718 +5,387 +8.9% 0.28% $11.0M 2025-05-02 $202.00
2024 Q4 ADDED — — — 60,331 +3,764 +6.7% 0.36% $14.0M 2025-02-05 $229.44
2024 Q3 ADDED — — — 56,567 +51,050 +925.3% 0.25% $9.8M 2024-10-30 $174.22
2024 Q2 ADDED — — — 5,517 +642 +13.2% 0.24% $8.9M 2024-07-25 $146.74
2024 Q1 REDUCED — — — 4,875 -9 -0.2% 0.18% $6.5M 2024-05-08 $129.88
2023 Q4 REDUCED — — — 4,884 -6 -0.1% 0.16% $5.5M 2024-02-02 $119.47
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Haven Capital Group, Inc. 21.38% Integrated Financial Solutions, Inc. 16.44% Investment Insight Wealth Management, LLC 14.74% M & L Capital Management Ltd 13.2% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 12.76% Carmel Capital Management L.L.C. 3Y 12.54% Berry Wealth Group, LP 12.0% Broad Peak Investment Advisers Pte Ltd 11.62% Glass Wealth Management Co LLC 11.04%

FAQ About BAILARD, INC. and AVGO

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

How long has BAILARD, INC. reported owning AVGO?

BAILARD, INC. reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in BAILARD, INC.'s portfolio?

The largest reported portfolio weight for AVGO was 0.96% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when BAILARD, INC. reported 125,712 shares, equal to 0.96% of portfolio, with an estimated market value of $43.5M.

What does the chart on this AVGO ownership page compare?

The chart compares BAILARD, INC.'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.

How well did BAILARD, INC. time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, BAILARD, INC. correctly timed 12 out of 30 reported position changes (40%). The annualised alpha on AVGO relative to SPY over the holding period was +25.0%.

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