Top Superinvestors Are Buying Broadcom Inc.

According to the most recent 13F filings, institutional investors showed broad-based buying interest in Broadcom Inc. (AVGO), with activity spanning quantitative managers, long-term growth investors, and macro-driven funds. The accumulation suggests growing confidence in Broadcom’s AI-driven semiconductor demand, pricing power, and expanding infrastructure software segment. Below are the most notable buyers from the last quarter:

Point72 Asset Management, L.P. (Steve Cohen)

Shares: 2,856,476  Change: +1,269,276  Value: $0.99B

Steve Cohen led activity with the largest increase, signaling strong tactical conviction. The move likely reflects positioning around AI-driven earnings momentum and near-term upside.

Fisher Asset Management, LLC (Ken Fisher)

Shares: 13,844,206  Change: +1,232,466  Value: $4.79B

Ken Fisher significantly increased an already large position, reinforcing Broadcom as a core large-cap growth holding tied to AI and infrastructure demand.

Grantham, Mayo, Van Otterloo & Co. LLC (Jeremy Grantham)

Shares: 3,136,731  Change: +325,982  Value: $1.09B

GMO added meaningfully, suggesting continued belief in Broadcom as a high-quality compounder despite strong prior performance.

Bridgewater Associates, LP (Ray Dalio)

Shares: 1,165,740  Change: +320,349  Value: $0.40B

Bridgewater increased its stake, consistent with macro exposure to secular growth themes like AI infrastructure and digitalization.

AQR Capital Management LLC (Cliff Asness)

Shares: 4,488,450  Change: +195,344  Value: $1.55B

AQR continued to build its position, supported by strong factor signals including profitability, momentum, and earnings revisions.

Lone Pine Capital LLC (Steve Mandel)

Shares: 1,730,216  Change: +180,804  Value: $0.60B

Steve Mandel added to the position, aligning with a high-quality growth strategy focused on durable earnings and strong free cash flow.

Gotham Asset Management, LLC (Joel Greenblatt)

Shares: 333,654  Change: +12,356  Value: $0.12B

Joel Greenblatt modestly increased exposure, consistent with Broadcom’s strong return on capital and earnings yield profile.

Overall Takeaway

Collectively, these filings highlight strong institutional accumulation of Broadcom shares, led by major additions from Fisher Asset Management and Point72, alongside continued buying from AQR, GMO, and Lone Pine.

The mix of buyers—spanning quantitative funds, fundamental growth investors, and macro managers—suggests broad conviction in AVGO as a core AI and infrastructure technology play.

As a leader in custom silicon, networking chips, and enterprise software, Broadcom appears well-positioned to attract continued institutional capital driven by AI demand, high margins, and durable free cash flow generation.