STOCK

AVGO BROADCOM INC

Held by 37 of 74 curated managers · 4,883 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding AVGO

  1. Coatue Management LLC Growth crossover.
    Thematic Mega
    5.9% of portfolio
  2. Schreiber John Tech concentration play. Thirty-four percent alpha.
    Top performer
    5.1% of portfolio
  3. Tiger Global Management LLC Growth tech.
    Thematic Mega
    4.9% of portfolio
  4. Level Financial Advisors Semiconductor bet. Thirty percent alpha.
    Top performer
    3.9% of portfolio
  5. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    3.4% of portfolio
  6. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    2.8% of portfolio
  7. Freemont Management S.A. Tech concentration. Modest track record.
    Editorial pick
    2.7% of portfolio
  8. Bridgewater Associates, LP Macro long-term framework.
    Thematic Mega
    2.6% of portfolio
  9. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    2.5% of portfolio
  10. Knightsbridge Asset Management, LLC Semiconductor concentration. Twenty-four percent alpha.
    Top performer
    2.5% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is AVGO in 37 of 74 curated portfolios?

Why is AVGO in 37 of our 74 curated portfolios?

Curated Manager Conviction

The breadth of AVGO's institutional presence across curated portfolios reflects a recurring thesis: semiconductor exposure with AI tailwinds, held by managers who tolerate concentration. Coatue Management leads at 5.9% of their portfolio, flagged as a growth crossover name, while Schreiber John runs it at 5.1% and has generated 34% alpha on the position — the strongest alpha signal in this cohort. Tiger Global sits at 4.9% under a straightforward growth-tech label. Knightsbridge Asset Management holds 2.5% with 24% alpha and an explicit semiconductor-concentration mandate, echoing Level Financial Advisors at 3.9% and 30% alpha. Bridgewater's 2.6% stake is the outlier: framed inside a macro long-term framework…

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INSIDER TRADES · recent
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