Broadcom Stock (AVGO) Falls as Goldman Sachs Removes It From the ‘Conviction List’
The bank sees the market rally broadening out beyond AI.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Darsana Capital Partners Anand Desai | 1,500,000 | $340,215,000 | +10% | 1.53% |
| 2. | Sachem Head Capital Scott Ferguson | 1,490,000 | $337,946,900 | -8% | 7.01% |
| 3. | Maverick Capital Lee Ainslie | 1,473,873 | $334,289,135 | +42% | 2.95% |
| 4. | Castle Hook Partners Josh Donfeld And David Rogers | 1,323,066 | $300,084,599 | +160% | 1.38% |
| 5. | Viking Global Andreas Halvorsen | 1,106,134 | $250,882,253 | -13% | 0.72% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $194.99 | 1,280 | $249,587.20 | 6,048 | 2025-06-26 | Filing | |
| $185.31 | 1,357 | $251,465.67 | 4,768 | 2025-06-25 | Filing | |
| $215.05 | 230 | $49,462.60 | 11,526 | 2024-12-02 | Filing | |
| $213.93 | 40,000 | $8,557,200.00 | 8,818,615 | 2024-03-15 | Filing | |
| $127.97 | 783 | $100,201.29 | 10,484 | 2023-11-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $228.34 | 13,292 | $3,035,095.28 | 321,763 | 2026-05-28 | Filing | |
| $227.69 | 6,791 | $1,546,242.79 | 335,055 | 2026-05-28 | Filing | |
| $227.26 | 1,640 | $372,698.36 | 24,757 | 2026-04-17 | Filing | |
| $221.13 | 2,500 | $552,825.00 | 26,397 | 2026-04-17 | Filing | |
| $200.02 | 15,940 | $3,188,318.80 | 6,549,026 | 2026-03-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,673,983 | $1,740,536,085 | 0.3% | |
| 2. | 6,619,288 | $1,501,320,619 | 0.02% | |
| 3. | 4,680,171 | $1,061,509,333 | 0.05% | |
| 4. | 4,514,791 | $1,023,999,667 | 0.07% | |
| 5. | 3,296,277 | $747,628,586 | 0.03% |