SEC 13F Intelligence

Oaktop Capital Management II, L.P. / AVGO

Oaktop Capital Management II, L.P.’s Broadcom Inc Position

Does Oaktop Capital Management II, L.P. own Broadcom Inc (AVGO)? Yes — 362.8K shares worth $112M (+8.38% of its 13F portfolio) as of Q1 2026.

Position Value
$112M
Q1 2026
Shares
362.8K
% of Portfolio
+8.38%
Quarters Held
25
currently held

Position History AVGO

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $7MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $11MQ1 ’22: $10MQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $14MQ3 ’23: $13MQ4 ’23: $40MQ1 ’24: $48MQ1 ’24Q2 ’24: $58MQ3 ’24: $63MQ4 ’24: $84MQ1 ’25: $61MQ1 ’25Q2 ’25: $100MQ3 ’25: $120MQ4 ’25: $126MQ1 ’26: $112MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026362.8K$112M+8.38%
Q4 2025362.8K$126M+10.64%
Q3 2025362.8K$120M+10.82%
Q2 2025362.8K$100M+10.76%
Q1 2025362.8K$61M+8.09%
Q4 2024362.8K$84M+10.50%
Q3 2024362.8K$63M+6.83%
Q2 202436.3K$58M+5.96%
Q1 202436.3K$48M+5.56%
Q4 202336.3K$40M+5.37%
Q3 202316.0K$13M+2.22%
Q2 202316.0K$14M+2.11%
Q1 202316.0K$10M+1.72%
Q4 202216.0K$9M+1.60%
Q3 202216.0K$7M+1.43%
Q2 202216.0K$8M+1.41%
Q1 202216.0K$10M+1.44%
Q4 202116.0K$11M+1.28%
Q3 202116.0K$8M+1.08%
Q2 202116.0K$8M+1.09%
Q1 202116.0K$7M+1.14%
Q4 202016.0K$7M+1.23%
Q3 202016.0K$6M+1.29%
Q2 202016.0K$5M+1.19%
Q1 202015.0K$4M+1.09%

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