7
AVGO
BROADCOM INC · Information Technology
Consensus score 7/100 · #65 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-07-10
vs 50-day avg
-1.6%
21-day momentum
+2.0%
recent volume
0.98×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+9.4%
30-wk MA slope
+0.8%
rel. strength
+0.7
52-wk range
58%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
6
tracked managers
New this Q
1
opened a position
Avg weight
3.5%
of their portfolios
Combined value
$3.25B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Cantillon Capital Concentrated | 8.3% | $1.26B | TRIM |
| Polen Capital Quality growth | 5.8% | $835M | TRIM |
| Tiger Global Management Concentrated | 4.9% | $1.11B | ADD |
| Hosking Partners Concentrated | 1.3% | $37M | TRIM |
| Third Point Activist | 0.7% | $15M | NEW |
| Horizon Kinetics Franchise/inflation | 0.0% | $278K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.