AVGO β€” BROADCOM LTD

Ownership history in FOX RUN MANAGEMENT, L.L.C.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which FOX RUN MANAGEMENT, L.L.C. 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
0.39% (2025 Q1)
πŸ“Š Avg. % of fund
0.2%
πŸ“… First filed
2016 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

FOX RUN MANAGEMENT, L.L.C. Γ— AVGO AI Analytics

πŸ“ˆ FOX RUN MANAGEMENT, L.L.C. outperformed the S&P 500 by +212.9% annually on this AVGO position. Timing score: 50% (3/6 decisions correct). Average cost basis: $144.52. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+212.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 212.9% per year on this position.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$144.52
+127.4% vs current ($328.59)

Best entry: $11.93 (2016 Q2)  Β·  Worst: $166.08 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

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

πŸ“ˆ FOX RUN MANAGEMENT, L.L.C. has been actively increasing its AVGO allocation β€” a bullish signal from insiders.
Currently 0.27% 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 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,216 -10,004 -65.7% 0.27% $1.7M $328.59
2025 Q1 ADDED 15,220 +14,575 +2259.7% 0.39% $2.5M $166.08
2024 Q2 ADDED 645 +299 +86.4% 0.19% $1.0M $157.84
2023 Q3 REDUCED 346 -304 -46.8% 0.09% $287K $80.68
2022 Q3 REDUCED 650 -1,650 -71.7% 0.11% $289K $42.01
2017 Q3 REDUCED 2,300 -100 -4.2% 0.16% $558K $19.03
2016 Q2 INITIATED 2,400 β€” β€” 0.18% $373K $11.93

🏒 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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