SEC 13F Intelligence

Pacific Heights Asset Management LLC / AVGO

Pacific Heights Asset Management LLC’s Broadcom Inc Position

Does Pacific Heights Asset Management LLC own Broadcom Inc (AVGO)? Yes — 260.0K shares worth $80M (+2.69% of its 13F portfolio) as of Q1 2026, up from 252.0K shares the prior filed quarter.

Position Value
$80M
Q1 2026
Shares
260.0K
% of Portfolio
+2.69%
Quarters Held
29
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ1 ’20: $10MQ1 ’20Q2 ’20: $10MQ3 ’20: $12MQ4 ’20: $14MQ1 ’21: $18MQ1 ’21Q2 ’21: $18MQ3 ’21: $21MQ4 ’21: $29MQ1 ’22: $27MQ1 ’22Q2 ’22: $23MQ3 ’22: $21MQ4 ’22: $27MQ1 ’23: $30MQ1 ’23Q2 ’23: $41MQ3 ’23: $27MQ4 ’23: $36MQ1 ’24: $29MQ1 ’24Q2 ’24: $35MQ3 ’24: $38MQ4 ’24: $51MQ1 ’25: $33MQ1 ’25Q2 ’25: $61MQ3 ’25: $79MQ4 ’25: $87MQ1 ’26: $80MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026260.0K$80M+2.69%
Q4 2025252.0K$87M+3.27%
Q3 2025240.0K$79M+3.51%
Q2 2025220.0K$61M+3.23%
Q1 2025195.0K$33M+2.22%
Q4 2024220.0K$51M+3.48%
Q3 2024220.0K$38M+2.82%
Q2 202422.0K$35M+2.77%
Q1 202422.0K$29M+2.39%
Q4 202332.0K$36M+3.06%
Q3 202332.0K$27M+2.51%
Q2 202347.0K$41M+3.71%
Q1 202347.5K$30M+2.86%
Q4 202247.5K$27M+2.59%
Q3 202247.5K$21M+2.24%
Q2 202248.0K$23M+2.37%
Q1 202243.0K$27M+2.31%
Q4 202143.0K$29M+2.41%
Q3 202143.0K$21M+1.98%
Q2 202138.0K$18M+1.66%
Q1 202138.0K$18M+1.61%
Q4 202033.0K$14M+1.43%
Q3 202033.0K$12M+1.56%
Q2 202033.0K$10M+1.55%
Q1 202047.0K$10M+1.69%
Q4 201928.0K$9M+1.11%
Q3 201928.0K$8M+1.04%
Q2 201928.0K$8M+1.05%
Q1 201928.0K$8M+1.10%

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