Position
SUMMITRY LLC in Broadcom Inc.
Back to the book · All holders of AVGO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$268.1K$346.12 → $309.52
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 7.32K | $2.53M | — | — | — | 0.1% |
| Q1 2026 | 19.6K | $6.05M | $309.52 | −$268.1K | $3.79M | 0.2% |