Broadcom
AVGO
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
10
In their latest 13F (Q3 2026)
See who
Value held
$1.0bn
Combined value at quarter end
Last quarter
3 bought
5 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q3 ’26 end
$351.19
-7.0% in the quarter
Share price change by quarter
+34.4%Q4 ’24
-27.8%Q1 ’25
+64.6%Q2 ’25
+19.7%Q3 ’25
+4.9%Q4 ’25
-10.6%Q1 ’26
+22.0%Q2 ’26
-7.0%Q3 ’26
Managers holding it, by quarter
5Q4 ’23
5Q1 ’24
5Q2 ’24
4Q3 ’24
5Q4 ’24
5Q1 ’25
7Q2 ’25
8Q3 ’25
9Q4 ’25
9Q1 ’26
10Q2 ’26
1Q3 ’26
Who holds it
| Cantillon Capital Management | 10.6%$70.5m | Trimmed -95% |
| Polen Capital Management | 6.4%$740m | Trimmed -27% |
| Jensen Investment Management | 3.6%$148m | Trimmed -12% |
| Appaloosa | 0.7%$56.7m | New |
| First Pacific Advisors (FPA) | 0.3%$23.9m | Added +1.1% |
| Matrix Asset Advisors | 0.0%$393k | Unchanged |
| Mairs & Power | 0.0%$1.4m | Added +3.7% |
| Dodge & Cox | 0.0%$7.3m | Unchanged |
| Harris Associates (Oakmark) | 0.0%$672k | Trimmed -1.9% |
| Horizon Kinetics | 0.0%$273k | Trimmed -20% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 230,031 | $81.8m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 186,809 | $66.3m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 85,221 | $30.4m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 50,998 | $18.2m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 44,618 | $16.0m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 22,946 | $8.2m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 22,579 | $8.1m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 22,624 | $8.0m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 11,309 | $4.1m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 10,058 | $3.6m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 6,959 | $2.5m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 4,560 | $1.6m |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 2,162 | $777k |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 512 | $185k |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 407 | $147k |
| 23 Sep 2026 | Samueli HenryDirector | ▼ Sold | 397 | $143k |
About the company
- Sector
- Technology · Semiconductors & Related Devices
- Financial year ends
- 1 November
- Shares outstanding
- 4.77bn at 28 Aug 2026
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$13bnOct ’16
$18bnOct ’17
$21bnNov ’18
$23bnNov ’19
$24bnNov ’20
$27bnOct ’21
$33bnOct ’22
$36bnOct ’23
$52bnNov ’24
$64bnNov ’25
| Year | Revenue | Net income |
|---|---|---|
| Year to Nov 2025 | $64bn | – |
| Year to Nov 2024 | $52bn | $5.9bn |
| Year to Oct 2023 | $36bn | $14bn |
| Year to Oct 2022 | $33bn | $11bn |
| Year to Oct 2021 | $27bn | – |
| Year to Nov 2020 | $24bn | – |
| Year to Nov 2019 | $23bn | – |
| Year to Nov 2018 | $21bn | $12bn |
| Year to Oct 2017 | $18bn | $1.7bn |
| Year to Oct 2016 | $13bn | −$1.7bn |
In fund portfolios
| Jensen Quality Growth FundJensen Investment Management | 4.7% |
| Polen Global Growth FundPolen Capital Management | 3.7% |
| FPA Crescent FundFirst Pacific Advisors (FPA) | 0.1% |