BlueSpruce Investments, LP: BROADCOM INC (AVGO): Quarterly 13F Position History
As of Q2 2026, BlueSpruce Investments, LP reported 132,451 shares of BROADCOM INC (AVGO), worth $50.0M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 132,451 (re-initiated) . The position first appeared in Q1 2018 and has been disclosed across 34 13F-HR filings in Pactolio's tracked window.
- 132,451Shares Held (Latest Filing)
- $50.0MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +132,451Quarter-over-Quarter Share Change
- +$50.0MQuarter-over-Quarter Value Change
- 427,267Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 34 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 132,451 | +132,451 | – | $50.0M | 7.7% | $377.8 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 1,597 | -100.0% | $0 | 0.0% | – |
| Q3 2025 | 1,597 | 1,306 | -45.0% | $526.9K | 0.0% | $329.9 |
| Q2 2025 | 2,903 | 0 | – | $800.2K | 0.0% | $275.6 |
| Q1 2025 | 2,903 | +2,903 | – | $486.0K | 0.0% | $167.4 |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 298 | -100.0% | $0 | 0.0% | – |
| Q2 2024 | 298 | +298 | – | $478.4K | 0.0% | $1605.5 |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2018 | 0 | 427,267 | -100.0% | $0 | 0.0% | – |
| Q2 2018 | 427,267 | +173,520 | +68.4% | $103.7M | 10.0% | $242.6 |
| Q1 2018 | 253,747 | – | – | $59.8M | 6.9% | $235.6 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did BlueSpruce Investments, LP first disclose a AVGO position in 13F-HR filings?
BlueSpruce Investments, LP first reported BROADCOM INC (AVGO) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 34 reported quarters within Pactolio's tracked window.
What was BlueSpruce Investments, LP's most recent quarter-over-quarter share-count change in AVGO?
Between Q1 2026 and Q2 2026, BlueSpruce Investments, LP added 132,451 shares of AVGO (re-initiated), bringing the total reported position to 132,451 shares at a market value of $50.0M.
Does the implied price-per-share represent BlueSpruce Investments, 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.