Portfolio changes · featured 13Fs
Activity
Moves in AVGO across featured managers — New / Exit / Add / Reduce.
AVGO · reduce · all sizes
8 shown8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| AVGO | Reduce | Alex Sacerdote - Whale Rock Capital Management | −2.77 pp | −91.9% sh | Q1→Q2 |
| AVGO | Reduce | Chase Coleman - Tiger Global Management | −2.09 pp | −51.1% sh | Q1→Q2 |
| AVGO | Reduce | Farallon Capital Management | −1.13 pp | −35.3% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| AVGO | Reduce | Senator Investment Group | −0.43 pp | −13.6% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| AVGO | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | −19.7% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| AVGO | Reduce | Jensen Investment Management | +0.87 pp | −12.0% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AVGO | Reduce | Polen Capital Management | +0.60 pp | −27.3% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| AVGO | Reduce | William Von Mueffling - Cantillon Capital Management | +2.27 pp | −95.4% 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