{
 "company": "Broadcom",
 "ticker": "AVGO",
 "page": "https://www.moatshark.com/s/avgo",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Cantillon Capital Management",
   "moatshark_slug": "cantillon-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 10.61,
   "value_usd": 70548590,
   "change": "REDUCE",
   "share_change_pct": -95.4,
   "quarters_held": 33
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 6.38,
   "value_usd": 740468936,
   "change": "REDUCE",
   "share_change_pct": -27.3,
   "quarters_held": 4
  },
  {
   "manager": "Jensen Investment Management",
   "moatshark_slug": "jensen-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 3.59,
   "value_usd": 148108976,
   "change": "REDUCE",
   "share_change_pct": -12,
   "quarters_held": 3
  },
  {
   "manager": "Appaloosa",
   "moatshark_slug": "appaloosa",
   "period": "2026-06-30",
   "portfolio_pct": 0.73,
   "value_usd": 56662500,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "First Pacific Advisors (FPA)",
   "moatshark_slug": "first-pacific-advisors-fpa",
   "period": "2026-06-30",
   "portfolio_pct": 0.29,
   "value_usd": 23861334,
   "change": "ADD",
   "share_change_pct": 1.1,
   "quarters_held": 33
  },
  {
   "manager": "Matrix Asset Advisors",
   "moatshark_slug": "matrix-asset-advisors",
   "period": "2026-09-30",
   "portfolio_pct": 0.03,
   "value_usd": 392630,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 6
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 1383698,
   "change": "ADD",
   "share_change_pct": 3.7,
   "quarters_held": 11
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 7286798,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 11
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 672017,
   "change": "REDUCE",
   "share_change_pct": -1.9,
   "quarters_held": 5
  },
  {
   "manager": "Horizon Kinetics",
   "moatshark_slug": "horizon-kinetics",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 272736,
   "change": "REDUCE",
   "share_change_pct": -19.7,
   "quarters_held": 5
  }
 ]
}