Joel Greenblatt’s AVGO Holdings & Trades

First Buy
Q2 2019
Duration Held
26 Quarters
Largest Add
Q3 2020
+377,450 Shares
Current Position
321,298 Shares
$106 M Value

Joel Greenblatt's AVGO Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 321,298 shares of Broadcom Inc. (AVGO) worth $106 M, representing 0.46% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in AVGO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 377,450 shares. Largest reduction occurred in Q4 2020, reducing 168,390 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Broadcom (AVGO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Broadcom (AVGO) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2019 +30,090 New Buy 30,090 $28.78
Q3 2019 -30,090 Sold Out 30,090 $0.00
Q2 2020 +20,940 New Buy 20,940 $31.57
Q3 2020 +377,450 Add 1802.53% 398,390 $36.43
Q4 2020 -168,390 Reduce 42.27% 230,000 $43.79
Q1 2021 -60,810 Reduce 26.44% 169,190 $46.37
Q2 2021 +32,920 Add 19.46% 202,110 $47.68
Q3 2021 -124,860 Reduce 61.78% 77,250 $48.49
Q4 2021 -22,040 Reduce 28.53% 55,210 $66.55
Q1 2022 +103,580 Add 187.61% 158,790 $62.97
Q2 2022 +5,380 Add 3.39% 164,170 $48.58
Q3 2022 +39,940 Add 24.33% 204,110 $44.40
Q4 2022 -42,070 Reduce 20.61% 162,040 $55.91
Q1 2023 +104,470 Add 64.47% 266,510 $64.15
Q2 2023 +12,630 Add 4.74% 279,140 $86.74
Q3 2023 -33,230 Reduce 11.90% 245,910 $83.06
Q4 2023 +9,880 Add 4.02% 255,790 $111.63
Q1 2024 -53,820 Reduce 21.04% 201,970 $132.54
Q2 2024 +1,460 Add 0.72% 203,430 $160.55
Q3 2024 +6,761 Add 3.32% 210,191 $172.50
Q4 2024 +5,067 Add 2.41% 215,258 $231.84
Q1 2025 +54,818 Add 25.47% 270,076 $167.43
Q2 2025 +2,940 Add 1.09% 273,016 $275.65
Q3 2025 +48,282 Add 17.68% 321,298 $329.91

Joel Greenblatt's Broadcom Investment FAQs

Joel Greenblatt first purchased Broadcom Inc. (AVGO) in Q2 2019, acquiring 30,090 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Broadcom Inc. (AVGO) for 26 quarters since Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Broadcom Inc. (AVGO) was in Q3 2020, adding 398,390 shares worth $14.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 321,298 shares of Broadcom Inc. (AVGO), valued at approximately $106 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Broadcom Inc. (AVGO) represents approximately 0.46% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Broadcom Inc. (AVGO) was 398,390 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.