Question 1

How many shares of AVGO does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q1, PICTON MAHONEY ASSET MANAGEMENT holds 192,152 shares of AVGO (BROADCOM INC).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's AVGO position worth?

Accepted Answer

As of 2026-Q1, PICTON MAHONEY ASSET MANAGEMENT's AVGO position is worth $59.5M.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling AVGO?

Accepted Answer

In 2026-Q1, PICTON MAHONEY ASSET MANAGEMENT increased their AVGO position (+5.8% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy AVGO?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in AVGO in 2024-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	192,152	+5.8%	$59.5M	0.4%	$313.84	37
2025-Q4	Decreased	181,673	-8.4%	$62.9M	0.5%	$349.85	0
2025-Q3	Decreased	198,249	-3.8%	$65,403	0.6%	$327.27	0
2025-Q2	Increased	206,046	+1.9%	$56,794	0.6%	$268.38	30
2025-Q1	Increased	202,114	+11.6%	$33,843	0.6%	$168.11	31
2024-Q4	Increased	181,187	+18.0%	$42,005	0.9%	$233.47	33
2024-Q3	Increased	153,549	+621.1%	$26,487	0.9%	$170.69	44
2024-Q2	Increased	21,293	+3.1%	$34,187	1.3%	$158.17	32

AVGOShowing 8 of 17 quarters

AVGO
Showing 8 of 17 quarters