SEC 13F Intelligence

Mar Vista Investment Partners LLC / AVGO

Mar Vista Investment Partners LLC’s Broadcom Inc Position

Does Mar Vista Investment Partners LLC own Broadcom Inc (AVGO)? Yes — 139.8K shares worth $43M (+4.33% of its 13F portfolio) as of Q1 2026, up from 83.3K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
139.8K
% of Portfolio
+4.33%
Quarters Held
8
currently held

Position History AVGO

Reported value by quarter
Q2 ’24: $50MQ2 ’24Q3 ’24: $38MQ3 ’24Q4 ’24: $61MQ4 ’24Q1 ’25: $36MQ1 ’25Q2 ’25: $46MQ2 ’25Q3 ’25: $29MQ3 ’25Q4 ’25: $29MQ4 ’25Q1 ’26: $43MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026139.8K$43M+4.33%
Q4 202583.3K$29M+2.65%
Q3 202587.2K$29M+2.50%
Q2 2025166.8K$46M+3.52%
Q1 2025216.6K$36M+2.98%
Q4 2024263.0K$61M+4.18%
Q3 2024222.9K$38M+2.45%
Q2 202431.2K$50M+2.46%

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