13 tracked superinvestors hold BROADCOM INC (AVGO), worth $12.5B combined, led by Will Danoff. Smart money is accumulating AVGO as of the latest 13F filings.
Current price
$357.90
+17.6%
1Y
Broadcom Inc. is a prominent global technology enterprise focused on the innovation, development, and supply of advanced semiconductor solutions and critical infrastructure software. The company's headquarters are situated in San Jose, California, and it maintains a significant team of 19,000 full-time staff. Its operations are segmented into four primary divisions: Wired Infrastructure, Wireless…
Market cap
$2.0T
P/E
82.28
Div yield
0.7%
Revenue YoY
23.9%
Analyst target
$503
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
13
tracked 13F / N-PORT funds
Combined value
$12.5B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+1
6 buying · 5 selling
Smart money is net accumulating AVGO: 6 funds added or opened versus 5 trimming. 1 opened a brand-new position.
BROADCOM INC (AVGO) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 10 other tracked funds, for $12.5B 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 1 fund opened a brand-new position (David Tepper), with 5 adding and 5 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2.5% | $3.9B | |
| Added | 2.4% | $2.3B | |
| Added | 4.5% | $2.2B | |
| Trimmed | 0.7% | $1.4B | |
| Trimmed | 2.8% | $663M | |
| Trimmed | 0.7% | $643M | |
| Trimmed | 2% | $498M | |
| Added | 0.4% | $321M | |
| Trimmed | 7.7% | $164M | |
| Held | 1% | $154M | |
| Held | 0.3% | $128M | |
| Added | 1% | $62M | |
| New buy | 0.7% | $57M |
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)
8 insiders filed SEC Form 144 for $363M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Brazeal Mark David | Officer | 25,000 | $10M | 2026-07-10 |
| Brazeal Mark David | Officer | 25,000 | $9M | 2026-07-08 |
| Delly Gayla J | Director | 1,890 | $728K | 2026-07-08 |
| Page Justine | Director | 1,602 | $599K | 2026-06-29 |
| Brazeal Mark David | Officer | 25,000 | $10M | 2026-06-25 |
| D95gt, Llc | Affiliate | 340,208 | $130M | 2026-06-24 |
| H&S INVESTMENTS I LP | Chairman of the Board of Broadcom | 314,033 | $120M | 2026-06-24 |
| Samueli Foundation | Affiliate | 186,089 | $71M | 2026-06-24 |
Which superinvestors own AVGO?
13 tracked funds hold BROADCOM INC (AVGO), the largest being Will Danoff (Fidelity Contrafund) at 2.5% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AVGO?
In the most recent 13F quarter, 6 tracked funds added or opened AVGO and 5 trimmed it, including 1 brand-new position.
How much AVGO do tracked funds hold?
Combined disclosed long exposure to AVGO across tracked superinvestors is $12.5B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.