LIGHT STREET CAPITAL MANAGEMENT, LLC: BROADCOM (AVGO): Quarterly 13F Position History
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 149,800 shares of BROADCOM (AVGO), worth $46.4M and representing 9.3% of its 13F equity book. Quarter-over-quarter share count change: + 6,021 (+4.2%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 149,800Shares Held (Latest Filing)
- $46.4MReported Market Value (Latest Filing)
- 9.3%Portfolio Weight (% of 13F Equity Book)
- +6,021Quarter-over-Quarter Share Change
- -$3.4MQuarter-over-Quarter Value Change
- 228,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 149,800 | +6,021 | +4.2% | $46.4M | 9.3% | $309.5 |
| Q4 2025 | 143,779 | +44,474 | +44.8% | $49.8M | 7.7% | $346.1 |
| Q3 2025 | 99,305 | 23,166 | -18.9% | $32.8M | 5.5% | $329.9 |
| Q2 2025 | 122,471 | +469 | +0.4% | $33.8M | 6.9% | $275.6 |
| Q1 2025 | 122,002 | +33,830 | +38.4% | $20.4M | 6.6% | $167.4 |
| Q4 2024 | 88,172 | 42,728 | -32.6% | $20.4M | 4.2% | $231.8 |
| Q3 2024 | 130,900 | +117,326 | +864.3% | $22.6M | 5.6% | $172.5 |
| Q2 2024 | 13,574 | 3,226 | -19.2% | $21.8M | 5.2% | $1605.5 |
| Q1 2024 | 16,800 | 7 | -0.0% | $22.3M | 5.6% | $1325.4 |
| Q4 2023 | 16,807 | 4,028 | -19.3% | $18.8M | 5.6% | $1116.3 |
| Q3 2023 | 20,835 | +20,835 | — | $17.3M | 5.1% | $830.6 |
| 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 | 133,970 | -100.0% | $0 | 0.0% | — |
| Q1 2021 | 133,970 | +9,440 | +7.6% | $62.1M | 3.3% | $463.7 |
| Q4 2020 | 124,530 | 37,550 | -23.2% | $54.5M | 1.6% | $437.8 |
| Q3 2020 | 162,080 | +3,970 | +2.5% | $59.0M | 2.1% | $364.3 |
| Q2 2020 | 158,110 | 70,390 | -30.8% | $49.9M | 2.5% | $315.6 |
| Q1 2020 | 228,500 | — | — | $54.2M | 2.9% | $237.1 |
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 LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a AVGO position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in AVGO?
Between Q4 2025 and Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC added 6,021 shares of AVGO (+4.2%), bringing the total reported position to 149,800 shares at a market value of $46.4M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC'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.