DF DENT & CO INC AVGO — BROADCOM INC

Ownership history in DF DENT & CO INC  ·  6 quarters on record

AI Ownership Summary

DF DENT & CO INC reported BROADCOM INC (AVGO) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows AVGO at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in BROADCOM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVGO was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page DF DENT & CO INC fund profile DF DENT & CO INC full holdings
How DF DENT & CO INC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 195,462 +193,929 +12650.3% 1.16% $60.5M 2026-05-15 $425.19
2025 Q4 ADDED — — — 1,533 +240 +18.6% 0.01% $531K 2026-02-17 $331.84
2025 Q3 ADDED — — — 1,293 +183 +16.5% 0.01% $427K 2025-11-14 $341.09
2025 Q2 UNCHANGED — — — 1,110 — 0% 0.00% $306K 2025-08-14 $309.46
2024 Q4 ADDED — — — 1,110 +985 +788.0% 0.00% $257K 2025-02-12 $233.74
2024 Q2 INITIATED — — — 125 — — 0.00% $201K 2024-08-14 $155.02

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Crescent Park Management, L.P. 3Y 7Y 23.45% Milestone Resources Group Ltd 3Y 7Y 22.87% Haven Capital Group, Inc. 21.38% CSU Producer Resources, Inc. 3Y 7Y 16.85% Integrated Financial Solutions, Inc. 16.44% Investment Insight Wealth Management, LLC 14.74% PATHWAY WEALTH MANAGEMENT LLC 14.17% Cincinnati Specialty Underwriters Insurance CO 3Y 7Y 13.7% M & L Capital Management Ltd 13.2%

FAQ About DF DENT & CO INC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning AVGO?

DF DENT & CO INC reported AVGO across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AVGO position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for AVGO was 1.16% in 2026 Q1.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when DF DENT & CO INC reported 195,462 shares, equal to 1.16% of portfolio, with an estimated market value of $60.5M.

What does the chart on this AVGO ownership page compare?

The chart compares DF DENT & CO INC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DF DENT & CO INC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, DF DENT & CO INC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AVGO relative to SPY over the holding period was +47.6%.

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