SEC 13F Intelligence

Whale Rock Capital Management LLC / AVGO

Whale Rock Capital Management LLC’s Broadcom Inc Position

Does Whale Rock Capital Management LLC own Broadcom Inc (AVGO)? Yes — 737.1K shares worth $228M (+2.95% of its 13F portfolio) as of Q1 2026, down from 1.03M shares the prior filed quarter.

Position Value
$228M
Q1 2026
Shares
737.1K
% of Portfolio
+2.95%
Quarters Held
11
currently held

Position History AVGO

Reported value by quarter
Q1 ’22: $121MQ1 ’22Q2 ’22: $47MQ3 ’22: $60MQ3 ’22Q2 ’24: $256MQ3 ’24: $352MQ3 ’24Q4 ’24: $594MQ1 ’25: $240MQ1 ’25Q2 ’25: $451MQ3 ’25: $472MQ3 ’25Q4 ’25: $357MQ1 ’26: $228MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026737.1K$228M+2.95%
Q4 20251.03M$357M+4.57%
Q3 20251.43M$472M+5.56%
Q2 20251.64M$451M+6.26%
Q1 20251.44M$240M+4.17%
Q4 20242.56M$594M+7.04%
Q3 20242.04M$352M+4.93%
Q2 2024159.7K$256M+3.64%
Q3 2022136.2K$60M+1.70%
Q2 202296.9K$47M+1.40%
Q1 2022191.4K$121M+1.49%

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