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AVGO
LONGINSIDER SELLBROADCOM INC
Funds
6
Score
7.50
vs SPY
+28.0%
Stock return (since Q-end)
+44.4%
SPY return (since Q-end)
+16.3%
Current price
$446.77
News Summary
PositiveBroadcom delivered exceptional Q1 FY2026 results with record $19.3B revenue (+29% YoY) and AI semiconductor revenue of $8.4B (+106% YoY), with management raising FY2026 guidance to $94.7B revenue and guiding Q2 AI semiconductor revenue to $10.7B (+140% YoY). The company secured multi-year custom AI chip commitments from major hyperscalers (Google, Meta, Anthropic, OpenAI) through 2031, establishing durable competitive positioning in AI infrastructure, though a CFO transition is underway with Amie Thuener replacing retiring CFO Kirsten Spears effective June 12, 2026.
Funds Buying (6)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Tiger Global | Chase Coleman | 3.6M | +709K | $1109.5B | +25% | Existing |
| D1 Capital | Dan Sundheim | 981K | +623K | $303.8B | +174% | Existing |
| Soros Fund Management | Soros Family Office | 155K | +53K | $48.0B | +52% | Existing |
| Altimeter Capital | Brad Gerstner | 67K | +35K | $20.8B | +109% | Existing |
| Third Point | Dan Loeb | 50K | +50K | $15.5B | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 196K | +196K | $61M | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Velaga S. Ram | President, ISG | SELL | 8K | $370.52 | $2.96M | 2026-04-10 |
| DELLY GAYLA J | — | SELL | 1K | $358.31 | $0.36M | 2026-04-09 |
| Velaga S. Ram | President, ISG | SELL | 17K | $352.12 | $6.08M | 2026-04-09 |
| Velaga S. Ram | President, ISG | SELL | 13K | $352.02 | $4.56M | 2026-04-08 |
| PAGE JUSTINE | — | SELL | 2K | $353.00 | $0.71M | 2026-04-08 |
| Kawwas Charlie B | President, SSG | SELL | 10K | $345.23 | $3.45M | 2026-04-08 |