Steve Mandel's AVGO Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 1.73 M shares of Broadcom Inc. (AVGO) worth $598.83 M, representing 4.40% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in AVGO, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 180,804 shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Broadcom (AVGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadcom (AVGO) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +180,804 | Add 11.67% | 1.73 M | $346.10 |
| Q3 2025 | +1.55 M | New Buy | 1.55 M | $329.91 |
Steve Mandel's Broadcom Investment FAQs
Steve Mandel first purchased Broadcom Inc. (AVGO) in Q3 2025, acquiring 1,549,412 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Broadcom Inc. (AVGO) for 2 quarters since Q3 2025.
Steve Mandel's largest addition to Broadcom Inc. (AVGO) was in Q3 2025, adding 1,549,412 shares worth $511.17 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 1,730,216 shares of Broadcom Inc. (AVGO), valued at approximately $598.83 M.
As of the Q4 2025 filing, Broadcom Inc. (AVGO) represents approximately 4.40% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Broadcom Inc. (AVGO) was 1,730,216 shares, as reported at the end of Q4 2025.