AVGO β€” BROADCOM LTD

Ownership history in BARCLAYS PLC  Β·  110 quarters on record

This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in BROADCOM LTD (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
2.2% (2025 Q2)
πŸ“Š Avg. % of fund
0.19%
πŸ“… First filed
2016 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
110

Position Intelligence

BARCLAYS PLC Γ— AVGO AI Analytics

πŸ“ˆ BARCLAYS PLC outperformed the S&P 500 by +9.5% annually on this AVGO position. Timing score: 65% (71/109 decisions correct). Average cost basis: $209.16. Maximum drawdown during holding period: –31.7%.

πŸ“ˆ Position Alpha vs SPY
+9.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.5% per year on this position.
109 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
71 of 109 add/trim decisions correct

πŸ’° Entry Quality
$209.16
+65.1% vs current ($345.38)

Best entry: $11.83 (2016 Q1)  Β·  Worst: $345.38 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–31.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

65 adds Β· 45 trims. Bought during 1 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.45% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,451,316 +15,392,816 +747.8% 1.45% $6.04B $345.38
2025 Q4 ADDED 2,058,500 +1,555,000 +308.8% 0.17% $712.4M $345.38
2025 Q4 REDUCED 503,500 -19,356,808 -97.5% 0.04% $174.3M $345.38
2025 Q3 ADDED 19,860,308 +18,917,108 +2005.6% 1.42% $6.55B $328.59
2025 Q3 REDUCED 943,200 -1,100,000 -53.8% 0.07% $311.2M $328.59
2025 Q3 REDUCED 2,043,200 -18,072,731 -89.8% 0.15% $674.1M $328.59
2025 Q2 ADDED 20,115,931 +5,127,057 +34.2% 2.20% $5.54B $274.08
2025 Q1 ADDED 14,988,874 +13,705,774 +1068.2% 0.71% $2.51B $166.08
2025 Q1 ADDED 1,283,100 +609,300 +90.4% 0.06% $214.8M $166.08
2025 Q1 REDUCED 673,800 -12,250,725 -94.8% 0.03% $112.8M $166.08
100 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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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