Analog Century Management LP: BROADCOM (AVGO): Quarterly 13F Position History
As of Q1 2026, Analog Century Management LP reported 354,061 shares of BROADCOM (AVGO), worth $109.6M and representing 5.2% of its 13F equity book. Quarter-over-quarter share count change: + 93,167 (+35.7%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 354,061Shares Held (Latest Filing)
- $109.6MReported Market Value (Latest Filing)
- 5.2%Portfolio Weight (% of 13F Equity Book)
- +93,167Quarter-over-Quarter Share Change
- +$19.3MQuarter-over-Quarter Value Change
- 451,035Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 354,061 | +93,167 | +35.7% | $109.6M | 5.2% | $309.5 |
| Q4 2025 | 260,894 | 42,464 | -14.0% | $90.3M | 4.4% | $346.1 |
| Q3 2025 | 303,358 | 73,735 | -19.6% | $100.1M | 5.4% | $329.9 |
| Q2 2025 | 377,093 | 73,942 | -16.4% | $103.9M | 6.1% | $275.6 |
| Q1 2025 | 451,035 | +33,609 | +8.1% | $75.5M | 6.1% | $167.4 |
| Q4 2024 | 417,426 | 21,265 | -4.8% | $96.8M | 6.5% | $231.8 |
| Q3 2024 | 438,691 | +402,148 | +1100.5% | $75.7M | 5.1% | $172.5 |
| Q2 2024 | 36,543 | +8,116 | +28.6% | $58.7M | 5.8% | $1605.5 |
| Q1 2024 | 28,427 | +5,429 | +23.6% | $37.7M | 5.3% | $1325.4 |
| Q4 2023 | 22,998 | 13,613 | -37.2% | $25.7M | 5.9% | $1116.3 |
| Q3 2023 | 36,611 | +673 | +1.9% | $30.4M | 8.2% | $830.6 |
| Q2 2023 | 35,938 | 11,632 | -24.5% | $31.2M | 8.7% | $867.4 |
| Q1 2023 | 47,570 | +13,690 | +40.4% | $30.5M | 9.3% | $641.5 |
| Q4 2022 | 33,880 | 250 | -0.7% | $18.9M | 8.2% | $559.1 |
| Q3 2022 | 34,130 | 2,400 | -6.6% | $15.2M | 8.5% | $444.0 |
| Q2 2022 | 36,530 | 1,850 | -4.8% | $17.7M | 9.6% | $485.8 |
| Q1 2022 | 38,380 | +2,430 | +6.8% | $24.2M | 8.2% | $629.7 |
| Q4 2021 | 35,950 | +1,820 | +5.3% | $23.9M | 6.5% | $665.4 |
| Q3 2021 | 34,130 | +1,200 | +3.6% | $16.6M | 5.7% | $484.9 |
| Q2 2021 | 32,930 | 950 | -2.8% | $15.7M | 6.3% | $476.8 |
| Q1 2021 | 33,880 | +9,830 | +40.9% | $15.7M | 6.4% | $463.7 |
| Q4 2020 | 24,050 | — | — | $10.5M | 6.4% | $437.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Analog Century Management LP first disclose a AVGO position in 13F-HR filings?
Analog Century Management LP first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Analog Century Management LP's most recent quarter-over-quarter share-count change in AVGO?
Between Q4 2025 and Q1 2026, Analog Century Management LP added 93,167 shares of AVGO (+35.7%), bringing the total reported position to 354,061 shares at a market value of $109.6M.
Does the implied price-per-share represent Analog Century Management LP's cost basis in AVGO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.