Ownership history in DNCA FINANCE Β· 7 quarters on record
This page tracks every 13F SEC filing in which DNCA FINANCE reported a position in BROADCOM INC (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.
π DNCA FINANCE outperformed the S&P 500 by +61.9% annually on this AVGO position. Timing score: 60% (3/5 decisions correct). Average cost basis: $198.55. Maximum drawdown during holding period: β27.6%.
π₯ Exceptional β beat the S&P 500 by 61.9% per year on this position.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $166.08 (2025 Q1) Β· Worst: $274.08 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π DNCA FINANCE has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 3.01% of portfolio
β 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.
As of 2025 Q4 β sorted by position size