Question 1

How many shares of AVGO does Sarasin & Partners LLP own?

Accepted Answer

As of 2026-Q2, Sarasin & Partners LLP holds 1.2M shares of AVGO (BROADCOM INC).

Question 2

What is Sarasin & Partners LLP's AVGO position worth?

Accepted Answer

As of 2026-Q2, Sarasin & Partners LLP's AVGO position is worth $434.8M.

Question 3

Is Sarasin & Partners LLP buying or selling AVGO?

Accepted Answer

In 2026-Q2, Sarasin & Partners LLP increased their AVGO position (+7.7% change in shares).

Question 4

When did Sarasin & Partners LLP first buy AVGO?

Accepted Answer

Based on available 13F filings, Sarasin & Partners LLP first reported a position in AVGO in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+7.7%	$434.8M	5.1%	$427.66	65
2026-Q1	Increased	1.1M	+28.5%	$330.9M	4.0%	$313.84	71
2025-Q4	Increased	832,057	+16.7%	$288M	3.0%	$349.85	61
2025-Q3	Decreased	712,938	-12.1%	$233.8M	2.3%	$327.27	0
2025-Q2	Increased	810,926	+31.8%	$223.5M	2.2%	$268.38	67
2025-Q1	Decreased	615,460	-9.7%	$103M	1.1%	$168.11	0
2024-Q4	Decreased	681,372	-40.5%	$158M	1.7%	$233.47	0
2024-Q3	Increased	1.1M	+545.3%	$197.5M	1.9%	$170.69	78