The List

AVGO

BROADCOM INC

Not assessed
Conviction
9.0%
largest manager weight — the forward-looking number on this page
Consensus
5
independent managers holding
3 months
+1.8%
total return
6 months
+9.2%
total return
12 months
+41.7%
total return
36 months
+349.3%
total return
Who holds it
What a manager did last quarter carries more information than what they hold.
Manager% of their bookLast quarter
CINCINNATI FINANCIAL CORP
55 positions · 54.2% in top 10
9.0%HOLD
DSM CAPITAL PARTNERS LLC
44 positions · 71.5% in top 10
8.8%HOLD
Randolph Co Inc
43 positions · 48.6% in top 10
8.8%HOLD
OAKTOP CAPITAL MANAGEMENT II, L.P.
14 positions · 98.3% in top 10
8.4%HOLD
CANTILLON CAPITAL MANAGEMENT LLC
38 positions · 48.0% in top 10
8.3%HOLD
Signals
13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.

No signals yet.

The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.