Convergence Investment Partners, LLC AVGO — BROADCOM LTD

Ownership history in Convergence Investment Partners, LLC  ·  32 quarters on record

AI Ownership Summary

Convergence Investment Partners, LLC reported BROADCOM LTD (AVGO) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.35% in 2024 Q3. The latest visible filing shows AVGO at 2.19% 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 Convergence Investment Partners, LLC'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
2026 Q1

AVGO was reported at 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Convergence Investment Partners, LLC fund profile Convergence Investment Partners, LLC full holdings
How Convergence Investment Partners, LLC 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)
2026 Q1 ADDED — — — 43,202 +12,093 +38.9% 2.19% $13.4M 2026-05-07 $411.91
2025 Q4 ADDED — — — 31,109 +2,758 +9.7% 2.14% $10.8M 2026-02-05 $309.37
2025 Q3 ADDED — — — 28,351 +540 +1.9% 2.10% $9.4M 2025-11-04 $349.98
2025 Q2 REDUCED 21.1% +19.2% ❌ 27,811 -7,454 -21.1% 1.94% $7.7M 2025-08-01 $286.54
2025 Q1 REDUCED 21.3% +65.0% ❌ 35,265 -9,532 -21.3% 1.63% $5.9M 2025-05-06 $198.17
2024 Q4 REDUCED 11.5% -27.6% ✅ 44,797 -5,799 -11.5% 2.32% $10.4M 2025-01-31 $218.48
2024 Q3 ADDED — — — 50,596 +48,041 +1880.3% 2.35% $8.7M 2024-10-29 $176.51
2024 Q2 REDUCED 33.7% +7.8% ❌ 2,555 -1,301 -33.7% 1.20% $4.1M 2024-08-01 $144.31
2024 Q1 REDUCED 25.2% +24.2% ❌ 3,856 -1,302 -25.2% 1.96% $5.1M 2024-05-03 $125.05
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q2 — sorted by position size

EASTERN BANK 3Y 7Y 2.92% SWP Investment Management LLC 2.79% Adelphi Trust Co 2.3% Brick & Kyle, Associates 3Y 7Y 2.24% MassMutual Private Wealth & Trust, FSB 3Y 7Y 2.08% First County Bank /CT/ 3Y 2.07% Versant Capital Management, Inc 3Y 7Y 1.8% Marathon Mission, Inc. 3Y 1.67% Box Hill Private Wealth LLC 1.51% First Financial Bank - Trust Division 3Y 7Y 1.05%

FAQ About Convergence Investment Partners, LLC and AVGO

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

How long has Convergence Investment Partners, LLC reported owning AVGO?

Convergence Investment Partners, LLC reported AVGO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AVGO position in Convergence Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AVGO was 2.35% in 2024 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when Convergence Investment Partners, LLC reported 43,202 shares, equal to 2.19% of portfolio, with an estimated market value of $13.4M.

What does the chart on this AVGO ownership page compare?

The chart compares Convergence Investment Partners, LLC'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 Convergence Investment Partners, LLC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, Convergence Investment Partners, LLC correctly timed 17 out of 31 reported position changes (55%). The annualised alpha on AVGO relative to SPY over the holding period was +27.6%.

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