Portfolio changes · featured 13Fs

Activity

Moves in AVGO across featured managers — New / Exit / Add / Reduce.

25 managers with a move of 137 featured filed through 18 Aug 25 shown managers newest 13Fs

AVGO · all sizes

25 shown

New 4 Exit 8 Add 5 Reduce 8 all moves 25

25 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
AVGO	Exit	Nehal Chopra - Ratan Capital Management	−4.81 pp	was 4.8%	Q1→Q2
17 Aug 1
AVGO	Add	Ben Hoskin - Value Aligned Research Advisors	+0.31 pp	+733.4% sh	Q1→Q2
14 Aug 14
AVGO	New	David Tepper - Appaloosa	+0.73 pp	opened 0.73%	Q1→Q2
AVGO	New	Lee Ainslie - Maverick Capital	+0.02 pp	opened 0.02%	Q1→Q2
AVGO	Exit	Estuary Capital Management	−5.51 pp	was 5.5%	Q1→Q2
AVGO	Exit	Dan Sundheim - D1 Capital Partners	−2.70 pp	was 2.7%	Q1→Q2
AVGO	Exit	Stanley Druckenmiller - Duquesne Family Office	−1.80 pp	was 1.8%	Q1→Q2
AVGO	Exit	Dan Loeb - Third Point	−0.74 pp	was 0.74%	Q1→Q2
AVGO	Exit	Brad Gerstner - Altimeter Capital Management	−0.36 pp	was 0.36%	Q1→Q2
AVGO	Exit	Davidson Kempner Capital Management	−0.21 pp	was 0.21%	Q1→Q2
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
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
13 Aug 1
AVGO	New	Ryan Packard - Hiddenite Capital Partners	+1.54 pp	opened 1.5%	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
10 Aug 1
AVGO	New	Lewis Sanders - Sanders Capital	+1.95 pp	opened 2.0%	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
30 Jul 1
AVGO	Add	Torray Investment Partners	+0.65 pp	+2.0% sh	Q1→Q2
29 Jul 1
AVGO	Reduce	William Von Mueffling - Cantillon Capital Management	+2.27 pp	−95.4% sh	Q1→Q2
21 Jul 1
AVGO	Exit	Murphy Pohlad - Murphy Pohlad Asset Management	−0.11 pp	was 0.11%	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