SEC 13F Intelligence

Renaissance Investment Group LLC / AVGO

Renaissance Investment Group LLC’s Broadcom Inc Position

Does Renaissance Investment Group LLC own Broadcom Inc (AVGO)? Yes68.2K shares worth $26M (+5.07% of its 13F portfolio) as of Q2 2026, down from 80.0K shares the prior filed quarter.

Position Value
$26M
Q2 2026
Shares
68.2K
% of Portfolio
+5.07%
Quarters Held
19
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $8MQ1 ’23: $9MQ2 ’23: $12MQ2 ’23Q3 ’23: $12MQ4 ’23: $15MQ1 ’24: $17MQ1 ’24Q2 ’24: $22MQ3 ’24: $21MQ4 ’24: $27MQ4 ’24Q1 ’25: $17MQ2 ’25: $27MQ3 ’25: $30MQ3 ’25Q4 ’25: $29MQ1 ’26: $25MQ2 ’26: $26MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202668.2K$26M+5.07%
Q1 202680.0K$25M+5.32%
Q4 202584.1K$29M+5.86%
Q3 202592.2K$30M+6.16%
Q2 202598.8K$27M+5.91%
Q1 202599.1K$17M+4.03%
Q4 2024117.3K$27M+5.74%
Q3 2024121.0K$21M+4.34%
Q2 202412.7K$22M+4.79%
Q1 202412.9K$17M+3.92%
Q4 202313.4K$15M+3.72%
Q3 202313.8K$12M+3.21%
Q2 202314.2K$12M+3.22%
Q1 202314.2K$9M+2.56%
Q4 202214.1K$8M+2.34%
Q3 202213.9K$6M+1.97%
Q2 202213.3K$6M+2.11%
Q1 202213.3K$8M+2.24%
Q4 202112.8K$8M+2.01%

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