16 hedge funds and family offices disclose a AVGO position in their latest SEC 13F filing — combined $5.24B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 3,531,637 | $1.22B | 5.22% | 2025-12-31 |
| 2 | Leopold Aschenbrenner | Situational Awareness LP | 3,251,100 | $1.01B | 7.36% | 2026-03-31 |
| 3 | Chase Coleman | Tiger Global Management LLC | 2,875,614 | $995.3M | 3.35% | 2025-12-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 1,730,216 | $598.8M | 4.40% | 2025-12-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 1,835,380 | $568.1M | 2.54% | 2026-03-31 |
| 6 | Viking Global | Viking Global Investors LP | 293,097 | $470.6M | 1.81% | 2024-06-30 |
| 7 | Cathie Wood | ARK Investment Management LLC | 407,803 | $126.2M | 0.98% | 2026-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 359,668 | $62.0M | 1.21% | 2024-09-30 |
| 9 | Stanley Druckenmiller | Duquesne Family Office LLC | 195,955 | $60.6M | 2.06% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 155,107 | $48.0M | 0.66% | 2026-03-31 |
| 11 | Torray Funds | Torray Investment Partners LLC | 91,137 | $31.5M | 4.52% | 2025-12-31 |
| 12 | Steven Romick | First Pacific Advisors LP | 86,111 | $29.8M | 0.39% | 2025-12-31 |
| 13 | Daniel Loeb | Third Point LLC | 50,000 | $15.5M | 0.74% | 2026-03-31 |
| 14 | Mairs & Power | Mairs & Power Inc | 3,323 | $1.2M | 0.01% | 2025-12-31 |
| 15 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,386 | $480K | 0.07% | 2025-12-31 |
| 16 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,099 | $380K | 0.03% | 2025-12-31 |
As of the latest 13F window, 16 tracked superinvestors hold AVGO. The largest disclosed position is Polen Capital at $1.22B (5.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AVGO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
16 hedge funds and family offices disclose a AVGO position in their latest SEC 13F filing — combined $5.24B in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 3,531,637 | $1.22B | 5.22% | 2025-12-31 |
| 2 | Leopold Aschenbrenner | Situational Awareness LP | 3,251,100 | $1.01B | 7.36% | 2026-03-31 |
| 3 | Chase Coleman | Tiger Global Management LLC | 2,875,614 | $995.3M | 3.35% | 2025-12-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 1,730,216 | $598.8M | 4.40% | 2025-12-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 1,835,380 | $568.1M | 2.54% | 2026-03-31 |
| 6 | Viking Global | Viking Global Investors LP | 293,097 | $470.6M | 1.81% | 2024-06-30 |
| 7 | Cathie Wood | ARK Investment Management LLC | 407,803 | $126.2M | 0.98% | 2026-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 359,668 | $62.0M | 1.21% | 2024-09-30 |
| 9 | Stanley Druckenmiller | Duquesne Family Office LLC | 195,955 | $60.6M | 2.06% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 155,107 | $48.0M | 0.66% | 2026-03-31 |
| 11 | Torray Funds | Torray Investment Partners LLC | 91,137 | $31.5M | 4.52% | 2025-12-31 |
| 12 | Steven Romick | First Pacific Advisors LP | 86,111 | $29.8M | 0.39% | 2025-12-31 |
| 13 | Daniel Loeb | Third Point LLC | 50,000 | $15.5M | 0.74% | 2026-03-31 |
| 14 | Mairs & Power | Mairs & Power Inc | 3,323 | $1.2M | 0.01% | 2025-12-31 |
| 15 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,386 | $480K | 0.07% | 2025-12-31 |
| 16 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,099 | $380K | 0.03% | 2025-12-31 |
As of the latest 13F window, 16 tracked superinvestors hold AVGO. The largest disclosed position is Polen Capital at $1.22B (5.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying AVGO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
