Broad Peak Investment Advisers Pte Ltd: BROADCOM (AVGO): Quarterly 13F Position History
As of Q2 2026, Broad Peak Investment Advisers Pte Ltd reported 151,500 shares of BROADCOM (AVGO), worth $57.2M and representing 10.5% of its 13F equity book. Quarter-over-quarter share count change: 33,500 (-18.1%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 151,500Shares Held (Latest Filing)
- $57.2MReported Market Value (Latest Filing)
- 10.5%Portfolio Weight (% of 13F Equity Book)
- 33,500Quarter-over-Quarter Share Change
- -$30.2KQuarter-over-Quarter Value Change
- 185,000Peak Reported Shares (Historical)
Recent initiation: Broad Peak Investment Advisers Pte Ltd first reported AVGO on the Q1 2026 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 151,500 | 33,500 | -18.1% | $57.2M | 10.5% | $377.8 |
| Q1 2026 | 185,000 | — | — | $57.3M | 11.6% | $309.5 |
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 Broad Peak Investment Advisers Pte Ltd first disclose a AVGO position in 13F-HR filings?
Broad Peak Investment Advisers Pte Ltd first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Broad Peak Investment Advisers Pte Ltd's most recent quarter-over-quarter share-count change in AVGO?
Between Q1 2026 and Q2 2026, Broad Peak Investment Advisers Pte Ltd reduced its AVGO position by 33,500 shares (-18.1%), leaving 151,500 shares at a market value of $57.2M.
Does the implied price-per-share represent Broad Peak Investment Advisers Pte Ltd'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.