Back to Select Equity Group, L.P. Select Equity Group, L.P.

AVGO

24 quarters

Position history for Select Equity Group, L.P.Select Equity Group, L.P.'s holdings in Broadcom Inc.

Yes. Select Equity Group holds 257,148 shares of AVGO (Broadcom), worth $97.1M, as of its Q2 2026 13F filing. It increased the position by 55,664 shares (+27.6%) from Q1 2026. Select Equity Group has held AVGO since Q3 2024, across 8 quarterly 13F filings. AVGO is 0.5% of Select Equity Group's reported 13F portfolio.

Current Value

$97.1M

Current Shares

257,148

Total Value Change

+$89.2M

Total Shares Change

+232,148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
257,148
+27.6%
$97.1M0.5%$377.75
45
2026-Q1
Increased
201,484
+144.6%
$62.4M0.3%$309.02
57
2025-Q4
Decreased
82,374
-75.7%
$28.5M0.1%$344.83
0
2025-Q3
Decreased
339,334
-5.8%
$111.9M0.5%$328.07
0
2025-Q2
Increased
360,274
+1445.1%
$99.3M0.4%$273.15
58
2025-Q1
Increased
23,317
+131.6%
$3.9M0.0%$165.52
43
2024-Q4
Decreased
10,068
-65.8%
$2.3M0.0%$228.92
0
2024-Q3
New
29,465
-
$5.1M0.0%$169.87
37
2024-Q1
Exited
0
-100.0%
$00.0%$129.68
0
2023-Q4
Decreased
7,515
-27.6%
$8.4M0.0%$108.75
0
2023-Q3
Decreased
10,386
-38.9%
$8.6M0.0%$80.55
0
2023-Q2
Decreased
16,999
-11.9%
$14.7M0.1%$83.67
0
2023-Q1
Decreased
19,307
-3.9%
$12.4M0.0%$61.55
0
2022-Q4
Decreased
20,094
-49.2%
$11.2M0.0%$53.26
0
2022-Q3
Decreased
39,579
-48.7%
$17.6M0.1%$41.95
0
2022-Q2
Increased
77,176
+42.4%
$37.5M0.1%$45.51
47
2022-Q1
Decreased
54,192
-38.2%
$34.1M0.1%$58.51
0
2021-Q4
Decreased
87,701
-57.6%
$58.4M0.2%$61.41
0
2021-Q3
Decreased
206,777
-16.9%
$100.3M0.3%$44.47
0
2021-Q2
Increased
248,816
+283.7%
$118.6M0.4%$43.41
58
2021-Q1
Increased
64,850
+32.5%
$30.1M0.1%$41.88
44
2020-Q4
Increased
48,946
+63.1%
$21.4M0.1%$39.24
41
2020-Q3
Increased
30,000
+20.0%
$10.9M0.1%$32.38
33
2020-Q2
New
25,000
-
$7.9M0.0%$27.80
38

Other major holders of AVGO: Vanguard Group Inc., BlackRock, Inc.

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