POLEN CAPITAL MANAGEMENT LLC: BROADCOM (AVGO): Quarterly 13F Position History
As of Q1 2026, POLEN CAPITAL MANAGEMENT LLC reported 2,697,567 shares of BROADCOM (AVGO), worth $834.9M and representing 5.8% of its 13F equity book. Quarter-over-quarter share count change: 834,070 (-23.6%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 2,697,567Shares Held (Latest Filing)
- $834.9MReported Market Value (Latest Filing)
- 5.8%Portfolio Weight (% of 13F Equity Book)
- 834,070Quarter-over-Quarter Share Change
- -$387.4MQuarter-over-Quarter Value Change
- 4,485,854Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,697,567 | 834,070 | -23.6% | $834.9M | 5.8% | $309.5 |
| Q4 2025 | 3,531,637 | 954,217 | -21.3% | $1.2B | 5.2% | $346.1 |
| Q3 2025 | 4,485,854 | — | — | $1.5B | 4.8% | $329.9 |
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 POLEN CAPITAL MANAGEMENT LLC first disclose a AVGO position in 13F-HR filings?
POLEN CAPITAL MANAGEMENT LLC first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was POLEN CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in AVGO?
Between Q4 2025 and Q1 2026, POLEN CAPITAL MANAGEMENT LLC reduced its AVGO position by 834,070 shares (-23.6%), leaving 2,697,567 shares at a market value of $834.9M.
Does the implied price-per-share represent POLEN 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.