AVGO — BROADCOM INC

Ownership history in &PARTNERS · 9 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS 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 — sourced directly from SEC EDGAR 13F filings.

Peak position

1.57% (2025 Q3)

Avg. % of fund

0.98%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	861,231	+108,181	+14.4%	1.56%	$298.2M	$346.10
2025 Q3	ADDED	753,050	+56,015	+8.0%	1.57%	$245.6M	$329.28
2025 Q2	ADDED	697,035	+139,946	+25.1%	1.47%	$192.1M	$274.65
2025 Q1	ADDED	557,089	+75,607	+15.7%	1.00%	$94.3M	$166.43

% of Fund (quarterly) AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — 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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