HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
Broadcom Inc. in 50 fund letters
→
Also pitched by Baron Durable Advantage Fund
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Microsoft
MSFT
Nvidia
NVDA
Meta Platforms
META
Amphenol Corporation
APH
Lam Research
LRCX
Broadcom Inc. — Baron Durable Advantage Fund — Dec 2025 · HF Best Ideas