Follow-The-Filings

Security · featured owners

AVGO Broadcom Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 26 Owners
  • #14
  • Max 10.6%
  • Master 0.41%
  • $7.1B
  • 4 new 8 add 13 reduce 8 exits

Who owns this now

Largest portfolio weights among featured holders · max 10.6% (William Von Mueffling - Cantillon Capital Management) · not free-float ownership

  1. William Von Mueffling reduce 10.6%
  2. Glen Kacher add 6.4%
  3. Polen Capital Management reduce 6.4%
  4. Torray Investment Partners add 5.2%
  5. Philippe Laffont add 4.5%
  6. Jensen Investment Management reduce 3.6%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 4.5% Add +6.2% 5,846,831 $2.2B history
Lewis Sanders - Sanders Capital 2026 Q2 2.0% New 2.0% 5,163,630 $2B history
Polen Capital Management 2026 Q2 6.4% Reduce −27.3% 1,960,209 $740M history
Chase Coleman - Tiger Global Management 2026 Q2 2.8% Reduce −51.1% 1,754,062 $663M history
Farallon Capital Management 2026 Q2 2.0% Reduce −35.3% 1,151,800 $435M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.29% Reduce −1.7% 514,536 $194M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.38% Add +733.4% 407,611 $154M history
Cathie Wood - Ark Investment Management 2026 Q2 1.0% Reduce −0.1% 407,202 $154M history
Jensen Investment Management 2026 Q2 3.6% Reduce −12.0% 392,082 $148M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 10.6% Reduce −95.4% 186,760 $71M history
George Soros - Soros Fund Management 2026 Q2 0.77% Add +6.5% 165,246 $62M history
Senator Investment Group 2026 Q2 2.2% Reduce −13.6% 162,136 $61M history
Glen Kacher - Light Street Capital Management 2026 Q2 6.4% Add +2.3% 153,250 $58M history
David Tepper - Appaloosa 2026 Q2 0.73% New 0.73% 150,000 $57M history
Torray Investment Partners 2026 Q2 5.2% Add +2.0% 101,468 $38M history
First Pacific Advisors 2026 Q2 0.29% Add +1.1% 63,167 $24M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 0.18% Reduce −91.9% 59,780 $23M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.5% New 1.5% 47,500 $18M history
Dodge & Cox 2026 Q2 <0.01% Hold 19,290 $7M history
Lee Ainslie - Maverick Capital 2026 Q2 0.02% New 0.02% 5,734 $2M history
Mairs & Power 2026 Q2 0.01% Add +3.7% 3,663 $1M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Reduce −1.9% 1,779 $672K history
David Katz - Matrix Asset Advisors 2026 Q2 0.03% Add +1.7% 1,118 $422K history
Sarah Ketterer - Causeway Capital Management 2026 Q2 <0.01% Reduce −4.9% 802 $303K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −19.7% 722 $273K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.13% Reduce −1.4% 710 $268K history
Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 2.7% Exit −2.70 pp 981,495 $304M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 1.8% Exit −1.80 pp 195,955 $61M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 5.5% Exit −5.51 pp 106,420 $33M history
Brad Gerstner - Altimeter Capital Management exited 2026 Q2 last 2026 Q1 0.36% Exit −0.36 pp 67,094 $21M history
Dan Loeb - Third Point exited 2026 Q2 last 2026 Q1 0.74% Exit −0.74 pp 50,000 $15M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.21% Exit −0.21 pp 50,000 $15M history
Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 4.8% Exit −4.81 pp 41,822 $13M history
Murphy Pohlad - Murphy Pohlad Asset Management exited 2026 Q2 last 2026 Q1 0.11% Exit −0.11 pp 970 $300K history

26 current · 8 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,8.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01,9.01 Filing Doc
424B3 Filing Doc
424B3 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 8.01 Filing Doc
8-K 5.02 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Jul 10, 2026 · 2 forms Filing Doc
4 Period Jul 8, 2026 · 2 forms Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Apr 21, 2026 Filing Doc
4 Period Apr 20, 2026 · 6 forms Filing Doc
4 Period Apr 10, 2026 Filing Doc
4 Period Apr 9, 2026 Filing Doc
4 Period Apr 8, 2026 · 4 forms Filing Doc
4 Period Mar 25, 2026 Filing Doc
4 Period Mar 16, 2026 Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $35.82B $51.57B $63.89B
Gross profit $24.69B $32.51B $43.29B
Gross margin * 68.9% 63.0% 67.8%
Net income — $5.9B —
Net margin * — 11.4% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $20.85B $19.6B $31.57B
Total non-current assets * $52.01B $146.05B $139.52B
Total assets $72.86B $165.64B $171.09B
Total current liabilities $7.4B $16.7B $18.51B
Total non-current liabilities * $41.47B $81.27B $71.29B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $18.08B $19.96B $27.54B
Cash from investing -$0.689B -$23.07B -$0.58B
Cash from financing -$15.62B -$1.73B -$20.13B
Net change in cash $1.77B -$4.84B $6.83B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders