SEC 13F Intelligence

Sawgrass Asset Management LLC / AVGO

Sawgrass Asset Management LLC’s Broadcom Inc Position

Does Sawgrass Asset Management LLC own Broadcom Inc (AVGO)? Yes84.1K shares worth $26M (+3.92% of its 13F portfolio) as of Q1 2026, down from 86.5K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
84.1K
% of Portfolio
+3.92%
Quarters Held
28
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $29MQ1 ’19Q2 ’19: $42MQ3 ’19: $21MQ4 ’19: $26MQ1 ’20: $36MQ1 ’20Q2 ’20: $19MQ3 ’20: $27MQ4 ’20: $29MQ1 ’21: $27MQ1 ’21Q2 ’21: $26MQ3 ’21: $23MQ1 ’22: $27MQ2 ’22: $20MQ2 ’22Q3 ’22: $17MQ4 ’22: $21MQ1 ’23: $24MQ2 ’23: $23MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $19MQ2 ’24: $23MQ2 ’24Q3 ’24: $31MQ4 ’24: $35MQ1 ’25: $24MQ2 ’25: $38MQ2 ’25Q3 ’25: $36MQ4 ’25: $30MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.1K$26M+3.92%
Q4 202586.5K$30M+3.74%
Q3 2025110.5K$36M+4.50%
Q2 2025137.4K$38M+4.31%
Q1 2025143.0K$24M+2.94%
Q4 2024149.0K$35M+3.79%
Q3 2024180.9K$31M+3.25%
Q2 202414.4K$23M+2.51%
Q1 202414.7K$19M+2.13%
Q4 20236.7K$7M+0.84%
Q3 20236.8K$6M+0.69%
Q2 202327.0K$23M+2.88%
Q1 202336.8K$24M+3.06%
Q4 202238.0K$21M+2.91%
Q3 202238.2K$17M+2.42%
Q2 202240.7K$20M+2.53%
Q1 202243.1K$27M+2.84%
Q3 202147.5K$23M+2.33%
Q2 202154.5K$26M+2.25%
Q1 202158.7K$27M+2.19%
Q4 202066.4K$29M+2.17%
Q3 202073.9K$27M+2.14%
Q2 202059.4K$19M+1.40%
Q1 2020152.9K$36M+3.24%
Q4 201983.8K$26M+2.00%
Q3 201974.5K$21M+1.60%
Q2 2019145.2K$42M+1.83%
Q1 201996.4K$29M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sawgrass Asset Management LLC’s full portfolio or all institutional holders of AVGO.