Question 1

Does Light Street Capital Management own AVGO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 153,250 shares of AVGO (Broadcom), worth $57.9M.

Question 2

How many shares of AVGO does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 153,250 shares of AVGO (Broadcom).

Question 3

What is Light Street Capital Management's AVGO position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's AVGO position is worth $57.9M.

Question 4

Is Light Street Capital Management buying or selling AVGO?

Accepted Answer

In Q2 2026, Light Street Capital Management increased its AVGO position by 3,450 shares (+2.3%).

Question 5

When did Light Street Capital Management first buy AVGO?

Accepted Answer

Light Street Capital Management first reported AVGO in its Q1 2020 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	153,250	+2.3%	$57.9M	6.4%	$377.06	59
2026-Q1	Increased	149,800	+4.2%	$46.4M	8.7%	$308.46	60
2025-Q4	Increased	143,779	+44.8%	$49.8M	7.7%	$344.20	78
2025-Q3	Decreased	99,305	-18.9%	$32.8M	5.5%	$327.48	0
2025-Q2	Increased	122,471	+0.4%	$33.8M	6.9%	$273.15	57
2025-Q1	Increased	122,002	+38.4%	$20.4M	5.7%	$165.52	76
2024-Q4	Decreased	88,172	-32.6%	$20.4M	3.8%	$228.50	0
2024-Q3	Decreased	130,900	-3.6%	$22.6M	5.3%	$169.56	0