Question 1

Does Picton Mahoney Asset Management own AVGO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Picton Mahoney Asset Management holds 127,742 shares of AVGO (Broadcom), worth $48.3M.

Question 2

How many shares of AVGO does Picton Mahoney Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management holds 127,742 shares of AVGO (Broadcom).

Question 3

What is Picton Mahoney Asset Management's AVGO position worth?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management's AVGO position is worth $48.3M.

Question 4

Is Picton Mahoney Asset Management buying or selling AVGO?

Accepted Answer

In Q2 2026, Picton Mahoney Asset Management reduced its AVGO position by 64,410 shares (-33.5%).

Question 5

When did Picton Mahoney Asset Management first buy AVGO?

Accepted Answer

Picton Mahoney Asset Management first reported AVGO in its Q1 2022 13F and has listed it in 18 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	127,742	-33.5%	$48.3M	0.4%	$377.06	0
2026-Q1	Increased	192,152	+5.8%	$59.5M	0.4%	$308.46	37
2025-Q4	Decreased	181,673	-8.4%	$62.9M	0.5%	$344.83	0
2025-Q3	Decreased	198,249	-3.8%	$65.4M	0.6%	$328.07	0
2025-Q2	Increased	206,046	+1.9%	$56.8M	0.6%	$273.65	42
2025-Q1	Increased	202,114	+11.6%	$33.8M	0.6%	$165.82	45
2024-Q4	Increased	181,187	+18.0%	$42M	0.9%	$228.92	48
2024-Q3	Decreased	153,549	-27.9%	$26.5M	0.9%	$169.87	0