Estuary Capital Management LP — BROADCOM INC AVGO: Quarterly 13F Position History
Estuary Capital Management LP has reported BROADCOM INC (AVGO) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 106,420 shares ($32.9M market value, 5.51% of the equity book). Quarter-over-quarter share count change: + 1,660 (+1.6%) .
- 106,420Shares Held (Latest Filing)
- $32.9MReported Market Value (Latest Filing)
- 5.51%Portfolio Weight (% of 13F Equity Book)
- +1,660Quarter-over-Quarter Share Change
- -$3.3MQuarter-over-Quarter Value Change
- 106,420Peak Reported Shares (Historical)
Recent initiation: Estuary Capital Management LP first reported AVGO on the Q4 2025 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 106,420 | +1,660 | +1.6% | $32.9M | 5.51% | $309.51 |
| Q4 2025 | 104,760 | — | — | $36.3M | 6.45% | $346.10 |
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 Estuary Capital Management LP first disclose a AVGO position in 13F-HR filings?
Estuary Capital Management LP first reported BROADCOM INC (AVGO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Estuary Capital Management LP's most recent quarter-over-quarter share-count change in AVGO?
Between Q4 2025 and Q1 2026, Estuary Capital Management LP added 1,660 shares of AVGO (+1.6%), bringing the total reported position to 106,420 shares at a market value of $32.9M.
Does the implied price-per-share represent Estuary Capital 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.