SEC 13F Intelligence

Aristotle Atlantic Partners, LLC / AVGO

Aristotle Atlantic Partners, LLC’s Broadcom Inc Position

Does Aristotle Atlantic Partners, LLC own Broadcom Inc (AVGO)? Yes — 254.1K shares worth $79M (+3.68% of its 13F portfolio) as of Q1 2026, up from 247.4K shares the prior filed quarter.

Position Value
$79M
Q1 2026
Shares
254.1K
% of Portfolio
+3.68%
Quarters Held
29
currently held

Position History AVGO

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $14MQ1 ’22: $14MQ1 ’22Q2 ’22: $11MQ3 ’22: $17MQ4 ’22: $22MQ1 ’23: $23MQ1 ’23Q2 ’23: $35MQ3 ’23: $32MQ4 ’23: $44MQ1 ’24: $49MQ1 ’24Q2 ’24: $70MQ3 ’24: $90MQ4 ’24: $115MQ1 ’25: $86MQ1 ’25Q2 ’25: $145MQ3 ’25: $175MQ4 ’25: $86MQ1 ’26: $79MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026254.1K$79M+3.68%
Q4 2025247.4K$86M+3.92%
Q3 2025529.4K$175M+5.07%
Q2 2025524.4K$145M+4.40%
Q1 2025512.0K$86M+2.89%
Q4 2024497.8K$115M+3.63%
Q3 2024522.4K$90M+2.80%
Q2 202443.8K$70M+2.28%
Q1 202436.7K$49M+1.59%
Q4 202339.1K$44M+1.53%
Q3 202339.1K$32M+1.30%
Q2 202340.0K$35M+1.31%
Q1 202335.2K$23M+1.16%
Q4 202239.3K$22M+1.23%
Q3 202238.3K$17M+1.03%
Q2 202222.8K$11M+0.85%
Q1 202221.7K$14M+0.85%
Q4 202120.6K$14M+0.79%
Q3 202118.6K$9M+0.60%
Q2 202117.8K$9M+0.56%
Q1 202116.8K$8M+0.57%
Q4 202014.9K$7M+0.50%
Q3 202013.7K$5M+0.44%
Q2 202012.9K$4M+0.39%
Q1 20207.0K$2M+0.25%
Q4 20196.5K$2M+0.26%
Q3 20195.8K$2M+0.46%
Q2 20194.7K$1M+0.40%
Q1 20194.2K$1M+0.38%

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