SEC 13F Intelligence

Dilation Capital Management LP / AVGO

Dilation Capital Management LP’s Broadcom Inc Position

Does Dilation Capital Management LP own Broadcom Inc (AVGO)? Yes — 22.4K shares worth $7M (+3.48% of its 13F portfolio) as of Q1 2026, down from 41.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
22.4K
% of Portfolio
+3.48%
Quarters Held
5
currently held

Position History AVGO

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.4K$7M+3.48%
Q4 202541.6K$14M+6.62%
Q3 202527.4K$9M+4.47%
Q2 202521.4K$6M+3.14%
Q1 20258.0K$1M+1.62%

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