AVGO β€” BROADCOM INC COM

Ownership history in COMMONS CAPITAL, LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which COMMONS CAPITAL, LLC reported a position in BROADCOM INC COM (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
4.63% (2025 Q4)
πŸ“Š Avg. % of fund
3.27%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

COMMONS CAPITAL, LLC Γ— AVGO AI Analytics

πŸ“ˆ COMMONS CAPITAL, LLC outperformed the S&P 500 by +46.4% annually on this AVGO position. Timing score: 53% (8/15 decisions correct). Average cost basis: $158.62. Maximum drawdown during holding period: –28.3%.

πŸ“ˆ Position Alpha vs SPY
+46.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 46.4% per year on this position.
15 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct

πŸ’° Entry Quality
$158.62
+117.7% vs current ($345.38)

Best entry: $42.01 (2022 Q3)  Β·  Worst: $328.59 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–28.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
62%
buy-side decisions

10 adds Β· 6 trims. Bought during 2 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“ˆ COMMONS CAPITAL, LLC has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 4.63% 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 REDUCED 19,937 -563 -2.7% 4.63% $6.9M $345.38
2025 Q3 ADDED 20,500 +172 +0.8% 4.40% $6.8M $328.59
2025 Q2 ADDED 20,328 +413 +2.1% 4.25% $5.6M $274.08
2025 Q1 REDUCED 19,915 -611 -3.0% 3.06% $3.3M $166.08
2024 Q4 ADDED 20,526 +237 +1.2% 4.30% $4.8M $229.28
2024 Q3 ADDED 20,289 +18,280 +909.9% 3.86% $3.5M $170.14
2024 Q2 ADDED 2,009 +152 +8.2% 3.88% $3.2M $157.84
2024 Q1 ADDED 1,857 +5 +0.3% 3.58% $2.5M $129.89
2023 Q4 ADDED 1,852 +73 +4.1% 3.26% $2.1M $108.93
2023 Q3 REDUCED 1,779 -957 -35.0% 2.55% $1.5M $80.68
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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