16 tracked superinvestors hold BROADCOM INC (AVGO), worth $12.7B combined, led by Will Danoff. Smart money is accumulating AVGO as of the latest 13F filings.
Current price
$401.11
+46.1%
1Y
Broadcom, Inc. is a global technology company, which designs, develops and supplies semiconductor and infrastructure software solutions. The company is headquartered in San Jose, California and currently employs 19,000 full-time employees. The firm operates through four segments: Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other. The company offers a range…
Market cap
$2.0T
P/E
82.28
Div yield
0.6%
Revenue YoY
23.9%
Analyst target
$499
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
16
tracked 13F / N-PORT funds
Combined value
$12.7B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
+9
12 buying · 3 selling
Smart money is net accumulating AVGO: 12 funds added or opened versus 3 trimming. 3 opened a brand-new position.
BROADCOM INC (AVGO) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 12 other tracked funds, for $12.7B of combined disclosed exposure.
The highest-conviction holder is Polen Capital, who has committed 7.7% of their portfolio to it, while Will Danoff holds the largest dollar position.
This quarter 3 funds opened a brand-new position (Cathie Wood, Stanley Druckenmiller, Daniel Loeb), with 9 adding and 3 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.1% | $3.0B | |
| Added | 1.6% | $2.4B | |
| Trimmed | 5.9% | $1.7B | |
| Added | 2% | $1.5B | |
| Added | 4.9% | $1.1B | |
| Trimmed | 1% | $762M | |
| Added | 0.6% | $720M | |
| Added | 2.5% | $568M | |
| Added | 0.4% | $246M | |
| Added | 0.4% | $205M | |
| Trimmed | 7.7% | $164M | |
| New buy | 1% | $126M | |
| Held | 0.3% | $107M | |
| New buy | 1.8% | $61M | |
| Added | 0.7% | $48M | |
| New buy | 0.7% | $15M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
Which superinvestors own AVGO?
16 tracked funds hold BROADCOM INC (AVGO), the largest being Will Danoff (Fidelity Contrafund) at 2.1% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AVGO?
In the most recent 13F quarter, 12 tracked funds added or opened AVGO and 3 trimmed it, including 3 brand-new positions.
How much AVGO do tracked funds hold?
Combined disclosed long exposure to AVGO across tracked superinvestors is $12.7B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.