STOCK

AVGO ARES CAPITAL CORP

Held by 37 of 74 curated managers · 4,881 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding AVGO

  1. Coatue Management LLC Growth crossover.
    Thematic Mega
    5.9% of portfolio
  2. Schreiber John Tech concentration play. Thirty-four percent alpha.
    Top performer
    5.1% of portfolio
  3. Tiger Global Management LLC Growth tech.
    Thematic Mega
    4.9% of portfolio
  4. Level Financial Advisors Semiconductor bet. Thirty percent alpha.
    Top performer
    3.9% of portfolio
  5. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    3.4% of portfolio
  6. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    2.8% of portfolio
  7. Freemont Management S.A. Tech concentration. Modest track record.
    Editorial pick
    2.7% of portfolio
  8. Bridgewater Associates, LP Macro long-term framework.
    Thematic Mega
    2.6% of portfolio
  9. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    2.5% of portfolio
  10. Knightsbridge Asset Management, LLC Semiconductor concentration. Twenty-four percent alpha.
    Top performer
    2.5% of portfolio
EDITORIAL BRIEF

The editorial brief for AVGO is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Brazeal Mark David Jan 8, 2026 SELL $2.05M
  • Tan Hock E Jan 8, 2026 SELL $3.39M
  • Tan Hock E Jan 8, 2026 SELL $11.49M
  • Brazeal Mark David Jan 8, 2026 SELL $8.37M
  • Tan Hock E Jan 8, 2026 SELL $9.43M
CONGRESS TRADES · recent