SEC 13F Intelligence

Ninety One SA (Pty) Ltd / AVGO

Ninety One SA (Pty) Ltd’s Broadcom Inc Position

Does Ninety One SA (Pty) Ltd own Broadcom Inc (AVGO)? Yes49.7K shares worth $15M (+0.65% of its 13F portfolio) as of Q1 2026, down from 68.4K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
49.7K
% of Portfolio
+0.65%
Quarters Held
22
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ3 ’20Q4 ’20: $3MQ1 ’21: $3MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $9MQ1 ’25: $6MQ2 ’25: $9MQ2 ’25Q3 ’25: $21MQ4 ’25: $24MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.7K$15M+0.65%
Q4 202568.4K$24M+1.02%
Q3 202562.4K$21M+0.71%
Q2 202532.6K$9M+1.47%
Q1 202533.2K$6M+1.03%
Q4 202437.5K$9M+1.92%
Q3 202438.9K$7M+1.47%
Q2 20244.4K$7M+1.08%
Q1 20233.5K$2M+0.57%
Q4 20224.5K$2M+0.80%
Q3 20224.5K$2M+0.81%
Q2 20226.2K$3M+1.07%
Q1 20227.0K$4M+1.24%
Q4 20216.8K$5M+1.33%
Q3 20215.2K$3M+0.98%
Q2 20215.2K$2M+0.91%
Q1 20215.6K$3M+0.99%
Q4 20208.0K$3M+1.36%
Q3 20207.8K$3M+1.45%
Q2 20205.0K$2M+0.76%
Q1 20207.6K$2M+0.93%
Q4 20185.8K$1M+0.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ninety One SA (Pty) Ltd’s full portfolio or all institutional holders of AVGO.