GMO (Jeremy Grantham) — AVGO Trade History
Quarter-by-quarter changes in the BROADCOM INC position · CUSIP 11135F101
Currently held · 5.5 YearsFirst seen: 2021 Q1split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 3,267,040 | -81,477 | -2.4% | $1.23B | 2.78% |
| 2026 Q1 | 2026-05-14 | Add | 3,348,517 | 211,786 | +6.8% | $1.04B | 2.65% |
| 2025 Q4 | 2026-02-17 | Add | 3,136,731 | 325,982 | +11.6% | $1.09B | 2.77% |
| 2025 Q3 | 2025-11-13 | Reduce | 2,810,749 | -252,450 | -8.2% | $927.3M | 2.62% |
| 2025 Q2 | 2025-08-13 | Add | 3,063,199 | 1,323,637 | +76.1% | $844.4M | 2.54% |
| 2025 Q1 | 2025-05-14 | Add | 1,739,562 | 1,512,488 | +666.1% | $291.3M | 0.92% |
| 2024 Q4 | 2025-02-13 | Add | 227,074 | 12,302 | +5.7% | $52.6M | 0.17% |
| 2024 Q3 | 2024-11-13 | Add | 214,772 | 104,732 | +95.2% | $37.0M | 0.12% |
| 2024 Q2 | 2024-08-13 | Add | 110,040 | 18,620 | +20.4% | $17.7M | 0.06% |
| 2024 Q1 | 2024-05-14 | Add | 91,420 | 42,850 | +88.2% | $12.1M | 0.04% |
| 2023 Q4 | 2024-02-13 | Add | 48,570 | 4,350 | +9.8% | $5.4M | 0.02% |
| 2023 Q3 | 2023-11-13 | Reduce | 44,220 | -2,510 | -5.4% | $3.7M | 0.02% |
| 2023 Q2 | 2023-08-14 | Add | 46,730 | 22,740 | +94.8% | $4.1M | 0.02% |
| 2023 Q1 | 2023-05-12 | Hold | 23,990 | — | 0.0% | $1.5M | 0.01% |
| 2022 Q4 | 2023-02-13 | Hold | 23,990 | — | 0.0% | $1.3M | 0.01% |
| 2022 Q3 | 2022-11-10 | Add | 23,990 | 3,800 | +18.8% | $1.1M | 0.01% |
| 2022 Q2 | 2022-08-12 | Reduce | 20,190 | -2,000 | -9.0% | $981.0K | 0.01% |
| 2022 Q1 | 2022-05-13 | Reduce | 22,190 | -1,000 | -4.3% | $1.4M | 0.01% |
| 2021 Q4 | 2022-02-11 | Reduce | 23,190 | -2,000 | -7.9% | $1.5M | 0.01% |
| 2021 Q3 | 2021-11-12 | Add | 25,190 | 4,120 | +19.6% | $1.2M | 0.01% |
| 2021 Q2 | 2021-08-12 | Add | 21,070 | 1,070 | +5.3% | $1.0M | 0.01% |
| 2021 Q1 | 2021-05-13 | New | 20,000 | 20,000 | — | $927.0K | 0.01% |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.