# Broadcom (AVGO): value investors who own it | moatshark

10 value investors held Broadcom in their Q3 2026 13F, led by Cantillon Capital Management, Polen Capital Management, Jensen Investment Management…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Cantillon Capital Management | 10.6% | $70.5m | Trimmed -95% | 33 |
| Polen Capital Management | 6.4% | $740m | Trimmed -27% | 4 |
| Jensen Investment Management | 3.6% | $148m | Trimmed -12% | 3 |
| Appaloosa | 0.7% | $56.7m | New | 1 |
| First Pacific Advisors (FPA) | 0.3% | $23.9m | Added +1.1% | 33 |
| Matrix Asset Advisors | 0.0% | $393k | Unchanged | 6 |
| Mairs & Power | 0.0% | $1.4m | Added +3.7% | 11 |
| Dodge & Cox | 0.0% | $7.3m | Unchanged | 11 |
| Harris Associates (Oakmark) | 0.0% | $672k | Trimmed -1.9% | 5 |
| Horizon Kinetics | 0.0% | $273k | Trimmed -20% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 230031 | $81.8m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 186809 | $66.3m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 85221 | $30.4m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 50998 | $18.2m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 44618 | $16.0m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 22946 | $8.2m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 22579 | $8.1m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 22624 | $8.0m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 11309 | $4.1m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 10058 | $3.6m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 6959 | $2.5m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 4560 | $1.6m |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 2162 | $777k |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 512 | $185k |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 407 | $147k |
| 2026-09-23 | SAMUELI HENRY | Director | Sold | 397 | $143k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 4.7% | $138m | 2026-05-31 |
| Polen Global Growth Fund | Polen Capital Management | 3.7% | $4.1m | 2026-07-31 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 0.1% | $14.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/avgo). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.