M & L Capital Management Ltd: BROADCOM (AVGO): Quarterly 13F Position History
As of Q2 2026, M & L Capital Management Ltd reported 175,800 shares of BROADCOM (AVGO), worth $66.4M and representing 18.0% of its 13F equity book. Quarter-over-quarter share count change: + 2,500 (+1.4%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 175,800Shares Held (Latest Filing)
- $66.4MReported Market Value (Latest Filing)
- 18.0%Portfolio Weight (% of 13F Equity Book)
- +2,500Quarter-over-Quarter Share Change
- +$12.7MQuarter-over-Quarter Value Change
- 175,800Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 175,800 | +2,500 | +1.4% | $66.4M | 18.0% | $377.8 |
| Q1 2026 | 173,300 | +41,800 | +31.8% | $53.7M | 13.2% | $309.7 |
| Q4 2025 | 131,500 | 0 | — | $45.5M | 9.5% | $346.1 |
| Q3 2025 | 131,500 | 0 | — | $43.4M | 8.7% | $329.9 |
| Q2 2025 | 131,500 | 0 | — | $36.2M | 8.2% | $275.6 |
| Q1 2025 | 131,500 | 0 | — | $22.0M | 6.6% | $167.4 |
| Q4 2024 | 131,500 | — | — | $30.5M | 7.5% | $231.8 |
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 M & L Capital Management Ltd first disclose a AVGO position in 13F-HR filings?
M & L Capital Management Ltd first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was M & L Capital Management Ltd's most recent quarter-over-quarter share-count change in AVGO?
Between Q1 2026 and Q2 2026, M & L Capital Management Ltd added 2,500 shares of AVGO (+1.4%), bringing the total reported position to 175,800 shares at a market value of $66.4M.
Does the implied price-per-share represent M & L Capital Management 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.