SCGE MANAGEMENT, L.P.: BROADCOM (AVGO): Quarterly 13F Position History
As of Q1 2026, SCGE MANAGEMENT, L.P. reported 792,700 shares of BROADCOM (AVGO), worth $245.3M and representing 7.4% of its 13F equity book. Quarter-over-quarter share count change: + 66,700 (+9.2%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 792,700Shares Held (Latest Filing)
- $245.3MReported Market Value (Latest Filing)
- 7.4%Portfolio Weight (% of 13F Equity Book)
- +66,700Quarter-over-Quarter Share Change
- -$5.9MQuarter-over-Quarter Value Change
- 1,275,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 792,700 | +66,700 | +9.2% | $245.3M | 7.4% | $309.5 |
| Q4 2025 | 726,000 | 224,500 | -23.6% | $251.3M | 5.7% | $346.1 |
| Q3 2025 | 950,500 | 325,000 | -25.5% | $313.6M | 5.8% | $329.9 |
| Q2 2025 | 1,275,500 | +68,500 | +5.7% | $351.6M | 7.4% | $275.6 |
| Q1 2025 | 1,207,000 | +87,000 | +7.8% | $202.1M | 5.8% | $167.4 |
| Q4 2024 | 1,120,000 | — | — | $259.7M | 4.8% | $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 SCGE MANAGEMENT, L.P. first disclose a AVGO position in 13F-HR filings?
SCGE MANAGEMENT, L.P. first reported BROADCOM (AVGO) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was SCGE MANAGEMENT, L.P.'s most recent quarter-over-quarter share-count change in AVGO?
Between Q4 2025 and Q1 2026, SCGE MANAGEMENT, L.P. added 66,700 shares of AVGO (+9.2%), bringing the total reported position to 792,700 shares at a market value of $245.3M.
Does the implied price-per-share represent SCGE MANAGEMENT, L.P.'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.