Position
ValueAct 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 $4.08M$309.51 → $377.75
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.03M | $357.1M | — | — | — | 4.6% |
| Q1 2026 | 737.1K | $228.2M | $309.51 | −$27M | −$102M | 2.9% |
| Q2 2026 | 59.8K | $22.6M | $377.75 | $4.08M | −$209.7M | 0.2% |