HARVARD MANAGEMENT CO INC: BROADCOM INC (AVGO): Quarterly 13F Position History
As of Q2 2026, HARVARD MANAGEMENT CO INC reported 338,346 shares of BROADCOM INC (AVGO), worth $127.8M and representing 3.0% of its 13F equity book. Quarter-over-quarter share count change: 135,570 (-28.6%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 338,346Shares Held (Latest Filing)
- $127.8MReported Market Value (Latest Filing)
- 3.0%Portfolio Weight (% of 13F Equity Book)
- 135,570Quarter-over-Quarter Share Change
- -$18.9MQuarter-over-Quarter Value Change
- 519,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 338,346 | 135,570 | -28.6% | $127.8M | 3.0% | $377.8 |
| Q1 2026 | 473,916 | +152,150 | +47.3% | $146.7M | 8.1% | $309.5 |
| Q4 2025 | 321,766 | +221,866 | +222.1% | $111.4M | 5.4% | $346.1 |
| Q3 2025 | 99,900 | 92,800 | -48.2% | $33.0M | 1.6% | $329.9 |
| Q2 2025 | 192,700 | 129,000 | -40.1% | $53.1M | 3.7% | $275.6 |
| Q1 2025 | 321,700 | 53,000 | -14.1% | $53.9M | 4.8% | $167.4 |
| Q4 2024 | 374,700 | 144,800 | -27.9% | $86.9M | 5.1% | $231.8 |
| Q3 2024 | 519,500 | +490,000 | +1661.0% | $89.6M | 5.2% | $172.5 |
| Q2 2024 | 29,500 | – | – | $47.4M | 2.9% | $1605.5 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did HARVARD MANAGEMENT CO INC first disclose a AVGO position in 13F-HR filings?
HARVARD MANAGEMENT CO INC first reported BROADCOM INC (AVGO) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was HARVARD MANAGEMENT CO INC's most recent quarter-over-quarter share-count change in AVGO?
Between Q1 2026 and Q2 2026, HARVARD MANAGEMENT CO INC reduced its AVGO position by 135,570 shares (-28.6%), leaving 338,346 shares at a market value of $127.8M.
Does the implied price-per-share represent HARVARD MANAGEMENT CO INC'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.