Jeremy Grantham's AVGO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.14 M shares of Broadcom Inc. (AVGO) worth $1.09 B, representing 2.77% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in AVGO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.51 M shares. Largest reduction occurred in Q3 2025, reducing 252,450 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Broadcom (AVGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadcom (AVGO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +325,982 | Add 11.60% | 3.14 M | $346.10 |
| Q3 2025 | -252,450 | Reduce 8.24% | 2.81 M | $329.91 |
| Q2 2025 | +1.32 M | Add 76.09% | 3.06 M | $275.65 |
| Q1 2025 | +1.51 M | Add 666.08% | 1.74 M | $167.43 |
| Q4 2024 | +12,302 | Add 5.73% | 227,074 | $231.84 |
| Q3 2024 | +104,732 | Add 95.18% | 214,772 | $172.50 |
| Q2 2024 | +18,620 | Add 20.37% | 110,040 | $160.55 |
| Q1 2024 | +42,850 | Add 88.22% | 91,420 | $132.54 |
| Q4 2023 | +4,350 | Add 9.84% | 48,570 | $111.62 |
| Q3 2023 | -2,510 | Reduce 5.37% | 44,220 | $83.06 |
| Q2 2023 | +22,740 | Add 94.79% | 46,730 | $86.74 |
| Q3 2022 | +3,800 | Add 18.82% | 23,990 | $44.39 |
| Q2 2022 | -2,000 | Reduce 9.01% | 20,190 | $48.59 |
| Q1 2022 | -1,000 | Reduce 4.31% | 22,190 | $62.96 |
| Q4 2021 | -2,000 | Reduce 7.94% | 23,190 | $66.54 |
| Q3 2021 | +4,120 | Add 19.55% | 25,190 | $48.51 |
| Q2 2021 | +1,070 | Add 5.35% | 21,070 | $47.70 |
| Q1 2021 | +20,000 | New Buy | 20,000 | $46.35 |
Jeremy Grantham's Broadcom Investment FAQs
Jeremy Grantham first purchased Broadcom Inc. (AVGO) in Q1 2021, acquiring 20,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Broadcom Inc. (AVGO) for 20 quarters since Q1 2021.
Jeremy Grantham's largest addition to Broadcom Inc. (AVGO) was in Q1 2025, adding 1,739,562 shares worth $291.25 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,136,731 shares of Broadcom Inc. (AVGO), valued at approximately $1.09 B.
As of the Q4 2025 filing, Broadcom Inc. (AVGO) represents approximately 2.77% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Broadcom Inc. (AVGO) was 3,136,731 shares, as reported at the end of Q4 2025.