Joel Greenblatt's AVGO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 333,654 shares of Broadcom Inc. (AVGO) worth $115.48 M, representing 0.42% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 25 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +12,356 | Add 3.85% | 333,654 | $346.10 |
| Q3 2025 | +48,282 | Add 17.68% | 321,298 | $329.91 |
| Q2 2025 | +2,940 | Add 1.09% | 273,016 | $275.65 |
| Q1 2025 | +54,818 | Add 25.47% | 270,076 | $167.43 |
| Q4 2024 | +5,067 | Add 2.41% | 215,258 | $231.84 |
| Q3 2024 | +6,761 | Add 3.32% | 210,191 | $172.50 |
| Q2 2024 | +1,460 | Add 0.72% | 203,430 | $160.55 |
| Q1 2024 | -53,820 | Reduce 21.04% | 201,970 | $132.54 |
| Q4 2023 | +9,880 | Add 4.02% | 255,790 | $111.63 |
| Q3 2023 | -33,230 | Reduce 11.90% | 245,910 | $83.06 |
| Q2 2023 | +12,630 | Add 4.74% | 279,140 | $86.74 |
| Q1 2023 | +104,470 | Add 64.47% | 266,510 | $64.15 |
| Q4 2022 | -42,070 | Reduce 20.61% | 162,040 | $55.91 |
| Q3 2022 | +39,940 | Add 24.33% | 204,110 | $44.40 |
| Q2 2022 | +5,380 | Add 3.39% | 164,170 | $48.58 |
| Q1 2022 | +103,580 | Add 187.61% | 158,790 | $62.97 |
| Q4 2021 | -22,040 | Reduce 28.53% | 55,210 | $66.55 |
| Q3 2021 | -124,860 | Reduce 61.78% | 77,250 | $48.49 |
| Q2 2021 | +32,920 | Add 19.46% | 202,110 | $47.68 |
| Q1 2021 | -60,810 | Reduce 26.44% | 169,190 | $46.37 |
| Q4 2020 | -168,390 | Reduce 42.27% | 230,000 | $43.79 |
| Q3 2020 | +377,450 | Add 1802.53% | 398,390 | $36.43 |
| Q2 2020 | +20,940 | New Buy | 20,940 | $31.57 |
| Q3 2019 | -30,090 | Sold Out | 0 | $0.00 |
| Q2 2019 | +30,090 | New Buy | 30,090 | $28.78 |
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 25 quarters since Q2 2019.
Joel Greenblatt's largest addition to Broadcom Inc. (AVGO) was in Q3 2020, adding 398,390 shares worth $14.51 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 333,654 shares of Broadcom Inc. (AVGO), valued at approximately $115.48 M.
As of the Q4 2025 filing, Broadcom Inc. (AVGO) represents approximately 0.42% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Broadcom Inc. (AVGO) was 398,390 shares, as reported at the end of Q3 2020.