Claude AI Sells Broadcom (AVGO) Stock
Broadcom (NASDAQ:AVGO) is one of the stocks Claude AI recently pulled the plug on. Claude's total return was about 20% since its first purchase in March.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 319,150 | $120,558,913 | +3% | 2.75% |
| 2. | Ardsley Partners Philip Hempleman | 21,000 | $7,927,290 | -77% | 0.83% |
| 3. | Ayrshire Capital Management John Nevin Jr. | 17,542 | $6,626,340 | +1% | 3.1% |
| 4. | Katamaran Capital Priya Kodeeswaran | 5,383 | $2,033,428 | -66% | 1.62% |
| 5. | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $373.57 | 1,000 | $373,570.00 | 38,466 | 2026-06-11 | Filing | |
| $325.13 | 1,000 | $325,129.00 | 36,602 | 2025-12-18 | Filing | |
| $363.38 | 500 | $181,687.50 | 35,602 | 2025-09-10 | Filing | |
| $339.39 | 1,000 | $339,385.00 | 35,102 | 2025-09-09 | Filing | |
| $344.78 | 2,050 | $706,797.77 | 34,102 | 2025-09-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $401.33 | 25,000 | $10,033,225.00 | 194,989 | 2026-07-10 | Filing | |
| $385.38 | 1,890 | $728,368.20 | 31,326 | 2026-07-08 | Filing | |
| $379.19 | 25,000 | $9,479,700.00 | 219,989 | 2026-07-08 | Filing | |
| $373.86 | 1,602 | $598,915.71 | 17,426 | 2026-06-29 | Filing | |
| $387.00 | 25,000 | $9,675,000.00 | 244,989 | 2026-06-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,167,178 | $4,973,901,494 | 4.29% | |
| 2. | 4,521,766 | $1,708,097,123 | 2.1% | |
| 3. | 2,785,221 | $1,052,117,169 | 2.35% | |
| 4. | 2,099,861 | $793,222,493 | 0.99% | |
| 5. | 1,347,668 | $509,081,587 | 2.77% |