Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push
Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 15,131,673 | $5,715,990,096 | +3% | 1.7% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 319,150 | $120,558,913 | +3% | 2.75% |
| 3. | Motley Fool Asset Management Bryan Hinmon | 204,744 | $77,342,046 | -13% | 2.98% |
| 4. | Cantillon Capital Management William Von Mueffling | 186,760 | $70,548,590 | -96% | 10.61% |
| 5. | Broad Peak Investment Holdings Hyder Ahmad | 151,500 | $57,229,125 | -19% | 10.52% |
| 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. | 398,213,826 | $150,425,272,865 | 2.24% | |
| 2. | 196,900,541 | $74,379,179,363 | 2.21% | |
| 3. | 27,870,791 | $10,528,191,323 | 1.73% | |
| 4. | 21,406,143 | $8,086,170,476 | 4.85% | |
| 5. | 14,986,674 | $5,661,216,105 | 1.64% |