What smart money is saying about Broadcom

AVGO · Technology · Semiconductors · Market cap $1902.89B

20 funds in our archive have pitched Broadcom — most recently Vision Capital Fund in June 2026.

Company profile

Broadcom Inc. is a prominent global technology enterprise focused on the innovation, development, and supply of advanced semiconductor solutions and critical infrastructure software. The company's headquarters are situated in San Jose, California, and it maintains a significant team of 19,000 full-time staff. Its operations are segmented into four primary divisions: Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other. Broadcom’s diverse product range is integrated into numerous end-user technologies, including enterprise and data center networking, residential internet solutions, digital television receivers, telecommunications apparatus, mobile phones, data center servers and storage architectures, industrial automation, alternative and power generation systems, and electronic display technologies. The company's product offerings extend from fundamental discrete components to intricate sub-systems incorporating various device categories. This also encompasses specialized firmware designed to facilitate interaction between analog and digital systems, alongside mechanical hardware engineered to connect with optoelectronic or capacitive sensing technologies.

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Reported positions

Bought

Sold

Letters

Position history

Between Q4 2024 and Q3 2026, 27 fund letters reported a position in Broadcom — 6 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in Broadcom, by quarter
Quarter	Letters	Bought	Sold	Theses
Q3 2026	2	0	0	0
Q2 2026	19	3	2	5
Q1 2026	6	3	0	2
Q4 2025	0	0	0	6
Q3 2025	0	0	0	1
Q2 2025	0	0	0	1
Q1 2025	0	0	0	2
Q4 2024	0	0	0	3

Fund activity · 27 positions · 8 moves

HoldsGuinness Asian Equity Income Fund
July 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
Read the letterBroadcom
HoldsGuinness Global Equity Income Fund
July 2026
Listed in Guinness Global Equity Income Fund’s reported holdings.
Read the letterBroadcom
HoldsHarding Loevner Global Equity
June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterBroadcom
HoldsRoyal London AM Royal London US Equity Trust
June 2026
Listed in Royal London AM Royal London US Equity Trust’s reported holdings.
Read the letterBroadcom
HoldsGuinness Global Innovators Fund
June 2026
Listed in Guinness Global Innovators Fund’s reported holdings.
Read the letterBroadcom
HoldsGuinness Global Equity Income Fund
June 2026
Listed in Guinness Global Equity Income Fund’s reported holdings.
Read the letterBroadcom
HoldsGuinness Asian Equity Income Fund
June 2026
Listed in Guinness Asian Equity Income Fund’s reported holdings.
Read the letterBroadcom
HoldsBaillie Gifford US Equity Growth
June 2026
“However, Broadcom is an example of where we do have conviction.”
Read the letterBroadcom
HoldsClearBridge Investments Growth Strategy
June 2026
“Information security provider CrowdStrike rebounded sharply, data warehouse platform Snowflake delivered strong relative performance and long-time holding Broadcom continued to contribute, underscoring the ongoing importance of cloud, cybersecurity and AI infrastructure exposure within the portfolio.”
Read the letterBroadcom
AddedClearBridge Investments Value Strategy
June 2026
“In IT, we added Broadcom and Advanced Micro Devices to increase exposure to AI hardware without chasing the most extended areas of the trend.”
Read the letterBroadcom
HoldsBell Global Equities Fund (Bell Asset Management)
June 2026
“Broadcom Inc. Information Technology US 2.8% Apple Inc. Information Technology US 2.3% JPMorgan Chase & Co.”
Read the letterBroadcom
HoldsBaron Opportunity Fund
June 2026
“We continue to hold the stock and believe Broadcom is on a path to becoming one of the largest technology companies in the world.”
Read the letterBroadcom
AddedMar Vista U.S. Quality Premier Portfolio
June 2026
“During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).”
Read the letterBroadcom
HoldsJensen Quality Growth Fund
June 2026
“The second group comprises technology and AI beneficiaries and includes Alphabet, Microsoft (MSFT), Amazon (AMZN), NVIDIA (NVDA), KLA Corp, and Broadcom (AVGO).”
Read the letterBroadcom
TrimmedClearBridge Investments Dividend Strategy
June 2026
“We funded these purchases, in part, through pruning Broadcom and Texas Instruments, both of whose stocks soared during the quarter and were strong contributors.”
Read the letterBroadcom
ExitedRoyal London AM Global Equity Income Fund
June 2026
“These trades, alongside some additions to energy and consumer-linked holdings, were funded through exiting our positions in Broadcom and Eli Lilly and by trimming a broad range of AI compute beneficiaries.”
Read the letterBroadcom
HoldsRoyal London AM Global Equity Enhanced Fund
June 2026
Listed in Royal London AM Global Equity Enhanced Fund’s reported holdings.
Read the letterBroadcom
HoldsArtisan Partners Global Opportunities Fund
June 2026
“These themes are reflected in holdings such as TSMC, Broadcom, AMD, Lam Research, Corning and STMicroelectronics.”
Read the letterBroadcom
HoldsRoyal London AM Global Equity Diversified Fund
June 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Read the letterBroadcom
AddedEmerald Focused Equity Strategy
June 2026
“We added to the position on the back of the OpenAI announcement, and as the stock consolidated off its highs.”
Read the letterBroadcom
HoldsHL Global Developed Markets Equity
May 2026
“Company Market Sector Alphabet US Comm Services Amazon.com US Cons Discretionary NVIDIA US Info Technology Microsoft US Info Technology Schneider Electric France Industrials Meta Platforms US Comm Services ASML Netherlands Info Technology Netflix US Comm Services RGA US Financials Broadcom US Info Technology”
Read the letterBroadcom
AddedMar Vista U.S. Quality Strategy
March 2026
“We added to our holdings in Broadcom (AVGO), GE Aerospace (GE), Netflix (NFLX) and NVIDIA (NVDA) and trimmed Intuit (INTU), Linde (LIN) and Taiwan Semiconductor (TSM).”
Read the letterBroadcom
AddedBrown Advisory Large‑Cap Sustainable Growth
March 2026
“During the quarter, we took advantage of relative weakness in Broadcom Inc (AVGO) which we anticipate will be a major beneficiary of the anticipated data center infrastructure buildout over the coming years.”
Read the letterBroadcom
HoldsBuffalo Blue Chip Growth Fund
March 2026
Listed in Buffalo Blue Chip Growth Fund’s reported holdings.
Read the letterBroadcom
HoldsHardman Johnston Large Cap Equity
March 2026
“ASML Holding N.V. Netherlands 0.9 Semiconductors & Semiconductor Equipment Broadcom Inc. United States 1.8 Semiconductors & Semiconductor Equipment”
Read the letterBroadcom
New positionHardman Johnston Global Equity
March 2026
“We initiated a position in Broadcom as one of the clearest beneficiaries of accelerating hyperscaler AI capex and custom compute deployment.”
Read the letterBroadcom
HoldsBuffalo Growth Fund
March 2026
“Broadcom, Inc. 3.61”
Read the letterBroadcom

Also mentioned · 9

These funds discuss Broadcom — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedLongriver Partners Fund
July 2026
“They are buying accelerators and custom silicon from Nvidia, AMD, Broadcom and others.”
Read the letterBroadcom
MentionedBlack Bear Value Partners Black Bear Value Fund, LP
June 2026
“Earlier this year Bank of America notes that the “AI Big Ten” – the Magnificent Seven plus Broadcom, AMD, and Micron – represented roughly 40% of the total U.S. market capitalization.”
Read the letterBroadcom
MentionedClearBridge Investments Large Cap Growth Strategy
June 2026
“2025 saw Broadcom take market share in custom silicon for AI applications; in 2026 leadership has shifted to AI infrastructure — the picks and shovels providers of memory and various needs for data centers.”
Read the letterBroadcom
MentionedBlue Whale Growth Fund
June 2026
“Broadcom’s portfolio spans 26 category-leading semiconductor and infrastructure software franchises, each run highly autonomously.”
Read the letterBroadcom
MentionedHosking Partners
June 2026
“four stocks - Nvidia, Micron, Broadcom, and Sandisk - will account for 40 percentage points of that.”
Read the letterBroadcom
MentionedWedgewood Partners Large Cap Focused Strategy
June 2026
“More recent demand signals from customers - including Nvidia, Broadcom, and even Micron - indicate AI-related growth of over 50% per annum through 2029.”
Read the letterBroadcom
MentionedDistillate Capital
June 2026
“NVIDIA and Broadcom relinquished their leadership while the “picks and shovels” stocks surged.”
Read the letterBroadcom
MentionedVision Capital Fund
June 2026
“One “profit-maxxing” business that comes to mind is Broadcom (AVGO) with its AI compute and networking growth runway, supported by accelerating inference demand, expanding strategic customer engagements, and its strong technology leadership across ASIC design, SerDes, packaging, and Ethernet switching.”
Read the letterBroadcom
MentionedGiverny Capital Asset Management Model Portfolio
June 2026
“TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple.”
Read the letterBroadcom

Fund coverage · 20 theses

Vision Capital Fund
June 2026
Broadcom is a leading AI and networking semiconductor company whose growth runway is driven by custom ASICs, XPU demand, and strong technological leadership.
Read the full thesis
Blue Whale Growth Fund
June 2026
Broadcom combines category-leading semiconductor franchises, custom silicon capabilities, and a margin-accretive software model.
Read the full thesis
Emerald Focused Equity Strategy
June 2026
Broadcom is a leading designer of custom AI silicon and networking, with strong positioning in inference chips and AI infrastructure.
Read the full thesis
Baillie Gifford US Equity Growth
June 2026
Broadcom has become a critical custom AI silicon provider with deep hyperscaler relationships and a management team that has positioned the company to benefit from the AI buildout.
Read the full thesis
Baron Opportunity Fund
June 2026
Broadcom Inc. is positioned to benefit from AI-related custom silicon demand, anchored by deep customer relationships and a leading market position.
Read the full thesis
Emerald Growth Equity Strategy
March 2026
Broadcom is an AI and infrastructure leader with dominant ASIC exposure, durable software, and best-in-class margins.
Read the full thesis
Hardman Johnston Global Equity
March 2026
Broadcom Inc. is a key beneficiary of hyperscaler AI capex, with strong AI visibility, networking leadership, and valuation upside.
Read the full thesis
Clearbridge Dividend Strategy
December 2025
Broadcom Inc. leverages its leadership in custom AI ASICs to win diversified demand with rising margins and lower capital needs, offering a comparatively lower-risk AI exposure.
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Baron Durable Advantage Fund
December 2025
Broadcom is a leading AI networking and custom silicon partner with accelerating AI revenues, strong backlog, and high-margin growth supported by VMware integration.
Read the full thesis
Jensen Quality Growth Equity Composite
December 2025
Broadcom is a key AI infrastructure supplier with custom accelerators and Ethernet networking, improving business quality and long-duration compounding potential.
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Baron Fifth Avenue Growth Fund
December 2025
Broadcom is a leading semiconductor and infrastructure software provider uniquely positioned to co-design custom AI accelerators and networking at scale with accelerating AI revenue and strong margins.
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Sands Capital Technology Innovators
December 2025
Broadcom is a critical AI infrastructure supplier with leadership in ethernet networking and custom accelerators benefiting from scaling compute demands.
Read the full thesis
Emerald Focused Equity Strategy
December 2025
Broadcom is a dominant custom-ASIC and networking leader benefiting from AI inference economics, proven TPU experience, and VMware leverage amid accelerating data center build-outs.
Read the full thesis
Brasada Capital
September 2025
Broadcom is positioned to be a leading player in AI and networking, benefiting from its custom AI chips, dominant software solutions, and strong market execution under CEO Hock Tan.
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Antero Peak Strategy
June 2025
Broadcom is poised for significant AI-driven growth through its high-performance Tomahawk 6 switches and expanding ASIC customer base—including major hyperscalers like Google and Meta—positioning it to capture a multibillion-dollar opportunity in AI infrastructure with 40% revenue CAGR projected through 2029.
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Royal London Global Equity Diversified Fund
March 2025
Broadcom is well-positioned for growth due to its unique AI and networking platform, strong capital allocation history, and a favorable market outlook amidst recent valuation corrections.
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Touchstone Sands Capital Select Growth Fund
March 2025
Broadcom is a crucial enabler of scalable computing growth through advanced Ethernet networking and custom chip design services, poised to benefit from rising AI demands and increased computing power.
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Bell Global Equities Fund
December 2024
Broadcom is a leading semiconductor and software company with strong growth potential, driven by its strategic acquisitions and key role in the AI market.
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Alger Growth & Income Fund
December 2024
Broadcom’s AI-driven networking and semiconductor solutions position it for strong growth in cloud and enterprise infrastructure.
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Munro Global Growth Fund
December 2024
Broadcom is set to capitalize on the AI boom, with its custom silicon chips securing a dominant share of a rapidly growing market—potentially doubling AI revenues within three years.
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