Question 1

How many shares of AVGO does Ninety One UK Ltd own?

Accepted Answer

As of 2026-Q2, Ninety One UK Ltd holds 2.8M shares of AVGO (BROADCOM INC).

Question 2

What is Ninety One UK Ltd's AVGO position worth?

Accepted Answer

As of 2026-Q2, Ninety One UK Ltd's AVGO position is worth $1.1B.

Question 3

Is Ninety One UK Ltd buying or selling AVGO?

Accepted Answer

In 2026-Q2, Ninety One UK Ltd decreased their AVGO position (-2.9% change in shares).

Question 4

When did Ninety One UK Ltd first buy AVGO?

Accepted Answer

Based on available 13F filings, Ninety One UK Ltd first reported a position in AVGO in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.8M	-2.9%	$1.1B	2.4%	$377.75	0
2026-Q1	Decreased	2.9M	-20.1%	$887.7M	2.1%	$313.84	0
2025-Q4	Decreased	3.6M	-52.2%	$1.2B	2.7%	$349.85	0
2025-Q3	Increased	7.5M	+83.2%	$2.5B	2.7%	$327.27	85
2025-Q2	Increased	4.1M	+24.6%	$1.1B	2.7%	$268.38	67
2025-Q1	Increased	3.3M	+8.7%	$551.1M	1.5%	$168.11	54
2024-Q4	Decreased	3M	-18.5%	$702.4M	1.9%	$233.47	0
2024-Q3	Increased	3.7M	+972.5%	$641.1M	1.7%	$170.69	80