Gulfstream Capital

Public filings / AVGO on Yahoo Finance (opens in a new tab)

AVGO: insider buying, 13F holders, analyst moves

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SEC Form 13F · Q2 2026

14 of our 100 managers hold AVGO

Combined reported value $6.57B; 5 sold out since Q1 2026.

Holders among our 100 managers: 5 in Q3 2023, 14 in Q2 2026.

ManagerValue% of portfolioChange vs Q1 2026
Coatue Management$2.21B4.54%Added
Sanders Capital$1.95B1.95%New
Polen Capital$740.5M6.38%Trimmed
Tiger Global Management$662.6M2.76%Trimmed
Farallon Capital$435.1M2.55%Trimmed
SCGE$183.7M3.12%Trimmed
Rokos Capital$98.1M1.23%Added
Cantillon Capital$70.5M10.61%Trimmed
Soros Fund Management$62.4M0.82%Added
Appaloosa$56.7M0.76%New
Tudor Investment$56.1M0.23%Trimmed
First Pacific Advisors$23.9M0.29%Added
Whale Rock Capital$22.6M0.18%Trimmed
Maverick Capital$2.2M0.02%New

All holders and who sold out

Important information

Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.