Portfolio changes · featured 13Fs
Activity
Moves in AVGO across featured managers — New / Exit / Add / Reduce.
AVGO · add · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| AVGO | Add | Ben Hoskin - Value Aligned Research Advisors | +0.31 pp | +733.4% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| AVGO | Add | Glen Kacher - Light Street Capital Management | −2.27 pp | +2.3% sh | Q1→Q2 |
| AVGO | Add | Philippe Laffont - Coatue Management | −1.32 pp | +6.2% sh | Q1→Q2 |
| AVGO | Add | George Soros - Soros Fund Management | +0.24 pp | +6.5% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| AVGO | Add | Torray Investment Partners | +0.65 pp | +2.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home