InvestorLens

AVGO — BROADCOM INC

Information Technology · Semiconductors

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AVGO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
69
Institutional Conviction
Net distribution · 4 buying vs 9 selling last quarter
34
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 3 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 13 tracked investors who changed their AVGO position last quarter, 4 bought and 9 sold (31% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 3 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (David Tepper, George Soros, Philippe Laffont, …)
  • +7 tracked investors reported holding AVGO at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −9 tracked investors reduced or exited last quarter (6 reduced, 3 sold out)
  • −Congressional disclosures lean toward selling (3 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BROADCOM INC (AVGO)

BROADCOM INC (AVGO) appears in the most recent 13F filings of 7 tracked institutional investors. BROADCOM INC is classified in the Information Technology sector (Semiconductors industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $7.8B. Across recent filings, tracked investors recorded 19 new positions, 33 increased, 24 reduced, and 10 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AVGO

60
/100
Institutional Accumulation
Added / Increased52
Reduced24
Exited10
BearishBullish
Crowded Trade Score™

How many top investors track AVGO

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

AVGO Ownership Composition

How BROADCOM INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
74% of tracked value
Institutions
7
tracked investors
Total Reported
$14.3B
combined 13F value
Types3
  • Multi-Strategy / Quant74.3%
  • Growth & Innovation20.1%
  • Macro5.5%
Multi-Strategy / Quant(3)
74.3%
Growth & Innovation(2)
20.1%
Macro(2)
5.5%

Tracked investors currently reporting AVGO

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    20.7M
    Value
    $7.8B
    % Portfolio
    0.90%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    5.6M
    Value
    $2.1B
    % Portfolio
    0.77%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    5.8M
    Value
    $2.2B
    % Portfolio
    4.54%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.7M
    Value
    $643M
    % Portfolio
    0.71%
  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    1.8M
    Value
    $662.6M
    % Portfolio
    2.76%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    1.3M
    Value
    $497.8M
    % Portfolio
    2.04%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    768.6K
    Value
    $290.3M
    % Portfolio
    0.40%

Previously held AVGO

These investors reported AVGO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Leopold AschenbrennerSituational Awareness LP3.3M$1BMar 31, 2026
Steve MandelLone Pine Capital1.7M$598.8MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold AVGO?
7 tracked institutional investors disclosed a position in AVGO (BROADCOM INC) in their most recent 13F filing.
Who is the largest institutional holder of AVGO?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in AVGO, valued at $7.8B.
Did institutional ownership of AVGO increase or decrease?
Across recent 13F filings, tracked investors recorded 19 new positions, 33 increased, 24 reduced, and 10 fully exited AVGO.
What sector is AVGO in?
BROADCOM INC is classified in the Information Technology GICS sector, Semiconductors industry.
Where does this AVGO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.