AVGO BROADCOM LTD

Ownership history in Zweig-DiMenna Associates LLC  ·  32 quarters on record

AI Ownership Summary

Zweig-DiMenna Associates LLC reported BROADCOM LTD (AVGO) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.57% in 2025 Q1. The latest visible filing shows AVGO at 4.56% 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 Zweig-DiMenna Associates 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
2025 Q4

AVGO was reported at 4.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Zweig-DiMenna Associates LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 212,380 +1,675 +0.8% 4.56% $73.5M 2026-02-14 (Est.) $324.49
2025 Q3 ADDED 210,705 +5,275 +2.6% 4.86% $69.5M 2025-11-07 $348.03
2025 Q2 REDUCED 205,430 -4,630 -2.2% 5.36% $56.6M 2025-08-05 $291.26
2025 Q1 REDUCED 210,060 -95,321 -31.2% 5.57% $35.2M 2025-05-07 $203.16
2024 Q4 ADDED 305,381 +9,500 +3.2% 5.30% $70.8M 2025-01-21 $237.66
2024 Q3 ADDED 295,881 +268,221 +969.7% 5.16% $51.0M 2024-10-23 $171.14
2024 Q2 ADDED 27,660 +2,477 +9.8% 5.00% $44.4M 2024-07-24 $148.78
2024 Q1 ADDED 25,183 +1,658 +7.0% 2.91% $33.4M 2024-04-29 $131.18
2023 Q4 REDUCED 23,525 -275 -1.2% 2.96% $26.3M 2024-01-25 $120.03
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Zweig-DiMenna Associates 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 Zweig-DiMenna Associates LLC reported owning AVGO?

Zweig-DiMenna Associates LLC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in Zweig-DiMenna Associates LLC's portfolio?

The largest reported portfolio weight for AVGO was 5.57% in 2025 Q1.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Zweig-DiMenna Associates LLC reported 212,380 shares, equal to 4.56% of portfolio, with an estimated market value of $73.5M.

What does the chart on this AVGO ownership page compare?

The chart compares Zweig-DiMenna Associates 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.

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