Question 1

How many shares of AVGO does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 956,184 shares of AVGO (BROADCOM INC).

Question 2

What is &PARTNERS's AVGO position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's AVGO position is worth $361.2M.

Question 3

Is &PARTNERS buying or selling AVGO?

Accepted Answer

In 2026-Q2, &PARTNERS increased their AVGO position (+8.2% change in shares).

Question 4

When did &PARTNERS first buy AVGO?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in AVGO in 2024-Q3. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	956,184	+8.2%	$361.2M	1.5%	$377.75	53
2026-Q1	Increased	883,594	+2.6%	$273.5M	1.4%	$309.02	50
2025-Q4	Increased	861,231	+14.4%	$298.2M	1.6%	$344.83	56
2025-Q3	Increased	753,050	+8.0%	$245.6M	1.6%	$328.07	52
2025-Q2	Increased	697,035	+25.1%	$192.1M	1.5%	$273.65	59
2025-Q1	Increased	557,089	+15.7%	$94.3M	1.0%	$165.82	54
2024-Q4	Increased	481,482	+73.2%	$112.1M	1.3%	$228.92	71
2024-Q3	Increased	278,071	+4535.3%	$48M	0.9%	$169.87	67

AVGOShowing 8 of 11 quarters

AVGO
Showing 8 of 11 quarters