13F Portfolios

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.

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.