Lyrical Asset Management LP / AVGO
Lyrical Asset Management LP’s Broadcom Inc Position
Does Lyrical Asset Management LP own Broadcom Inc (AVGO)? Not currently — the last reported position was 231.2K shares worth $258M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$258M
Q4 2023
Shares
231.2K
% of Portfolio
+4.21%
Quarters Held
21
position exited
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 231.2K | $258M | +4.21% |
| Q3 2023 | 276.7K | $230M | +4.34% |
| Q2 2023 | 308.9K | $268M | +5.01% |
| Q1 2023 | 483.7K | $310M | +6.05% |
| Q4 2022 | 507.8K | $225M | +4.76% |
| Q3 2022 | 533.7K | $237M | +4.90% |
| Q2 2022 | 596.6K | $290M | +5.04% |
| Q1 2022 | 652.0K | $411M | +5.67% |
| Q4 2021 | 648.2K | $431M | +5.79% |
| Q3 2021 | 712.1K | $345M | +4.43% |
| Q2 2021 | 731.1K | $349M | +4.22% |
| Q1 2021 | 773.8K | $359M | +4.21% |
| Q4 2020 | 753.2K | $330M | +4.55% |
| Q3 2020 | 747.7K | $272M | +4.95% |
| Q2 2020 | 764.2K | $241M | +4.75% |
| Q1 2020 | 866.2K | $205M | +5.05% |
| Q4 2019 | 969.4K | $306M | +4.17% |
| Q3 2019 | 1.44M | $398M | +5.99% |
| Q2 2019 | 1.57M | $451M | +6.24% |
| Q1 2019 | 1.67M | $502M | +6.72% |
| Q4 2018 | 1.76M | $448M | +6.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lyrical Asset Management LP’s full portfolio or all institutional holders of AVGO.