Lee Ainslie's AVGO Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 5,734 shares of Broadcom Inc. (AVGO) worth $2.17 M, representing 0.02% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in AVGO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 388,690 shares. Largest reduction occurred in Q3 2023, reducing 399,350 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Broadcom (AVGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadcom (AVGO) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +5,734 | New Buy | 5,734 | $377.75 |
| Q4 2024 | -359,668 | Sold Out | 0 | $0.00 |
| Q3 2024 | +359,668 | New Buy | 359,668 | $172.50 |
| Q3 2023 | -399,350 | Sold Out | 0 | $0.00 |
| Q2 2023 | +388,690 | Add 3646.25% | 399,350 | $86.74 |
| Q1 2023 | +4,600 | Add 75.91% | 10,660 | $64.15 |
| Q4 2022 | +6,060 | New Buy | 6,060 | $55.91 |
| Q4 2021 | -66,950 | Sold Out | 0 | $0.00 |
| Q3 2021 | +66,950 | New Buy | 66,950 | $48.50 |
| Q2 2021 | -21,440 | Sold Out | 0 | $0.00 |
| Q1 2021 | -66,040 | Reduce 75.49% | 21,440 | $46.36 |
| Q4 2020 | -90,960 | Reduce 50.98% | 87,480 | $43.78 |
| Q3 2020 | +64,680 | Add 56.86% | 178,440 | $36.43 |
| Q2 2020 | -136,360 | Reduce 54.52% | 113,760 | $31.56 |
| Q1 2020 | +234,110 | Add 1462.27% | 250,120 | $23.71 |
| Q4 2019 | -15,900 | Reduce 49.83% | 16,010 | $31.61 |
| Q3 2019 | -97,990 | Reduce 75.43% | 31,910 | $27.61 |
| Q2 2019 | -128,400 | Reduce 49.71% | 129,900 | $28.78 |
| Q1 2019 | +258,300 | New Buy | 258,300 | $30.07 |
Lee Ainslie's Broadcom Investment FAQs
Lee Ainslie first purchased Broadcom Inc. (AVGO) in Q1 2019, acquiring 258,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Broadcom Inc. (AVGO) for 19 quarters since Q1 2019.
Lee Ainslie's largest addition to Broadcom Inc. (AVGO) was in Q2 2023, adding 399,350 shares worth $34.64 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 5,734 shares of Broadcom Inc. (AVGO), valued at approximately $2.17 M.
As of the Q2 2026 filing, Broadcom Inc. (AVGO) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Broadcom Inc. (AVGO) was 399,350 shares, as reported at the end of Q2 2023.