Back to Situational Awareness LP Situational Awareness LP

AVGOAVGO

3 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in Broadcom Inc.

No. Situational Awareness exited its AVGO (Broadcom) position in Q3 2025. Its Q2 2025 13F listed 1,191,606 shares worth $328.5M. Situational Awareness first reported AVGO in Q1 2025 and held it in 2 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$117.2M

Total Shares Change

-700,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q3
Latest
Exited
0
-100.0%
$00.0%$328.07
0
2025-Q2
Increased
1.2M
+70.2%
$328.5M15.5%$273.65
92
2025-Q1
New
700,000
—
$117.2M11.7%$165.52
96

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