HARVARD MANAGEMENT CO INC — BROADCOM INC AVGO: Quarterly 13F Position History
HARVARD MANAGEMENT CO INC has reported BROADCOM INC (AVGO) on 8 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2024. As of Q1 2026, the position is sized at 473,916 shares ($146.7M market value, 8.08% of the equity book). Quarter-over-quarter share count change: + 152,150 (+47.3%) .
- 473,916Shares Held (Latest Filing)
- $146.7MReported Market Value (Latest Filing)
- 8.08%Portfolio Weight (% of 13F Equity Book)
- +152,150Quarter-over-Quarter Share Change
- +$35.3MQuarter-over-Quarter Value Change
- 519,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 473,916 | +152,150 | +47.3% | $146.7M | 8.08% | $309.51 |
| Q4 2025 | 321,766 | +221,866 | +222.1% | $111.4M | 5.36% | $346.10 |
| Q3 2025 | 99,900 | 92,800 | -48.2% | $33.0M | 1.57% | $329.91 |
| Q2 2025 | 192,700 | 129,000 | -40.1% | $53.1M | 3.70% | $275.65 |
| Q1 2025 | 321,700 | 53,000 | -14.1% | $53.9M | 4.77% | $167.43 |
| Q4 2024 | 374,700 | 144,800 | -27.9% | $86.9M | 5.14% | $231.84 |
| Q3 2024 | 519,500 | +490,000 | +1661.0% | $89.6M | 5.15% | $172.50 |
| Q2 2024 | 29,500 | — | — | $47.4M | 2.85% | $1605.53 |
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 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 8 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 Q4 2025 and Q1 2026, HARVARD MANAGEMENT CO INC added 152,150 shares of AVGO (+47.3%), bringing the total reported position to 473,916 shares at a market value of $146.7M.
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.