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Carmignac Gestion: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmignac Gestion on AVGO, newest first. How the timeline and the estimate are built.

Carmignac Gestion held 1,354,155 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,354,155 shares
    Change vs previous 13F +812,504 shares

    6.64% of the 13F portfolio, value $511,485,340.

    13F-HR 0000945621-26-001046 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 541,651 shares
    Change vs previous 13F +402,571 shares

    2.57% of the 13F portfolio, value $167,447,336.

    13F-HR 0000945621-26-000828 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 139,080 shares
    Change vs previous 13F -60,744 shares

    0.65% of the 13F portfolio, value $48,135,588.

    13F-HR 0000945621-26-000299 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 199,824 shares
    Change vs previous 13F -633,300 shares

    0.98% of the 13F portfolio, value $65,923,936.

    13F-HR 0000945621-25-001089 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 833,124 shares
    Change vs previous 13F +9,440 shares

    3.53% of the 13F portfolio, value $229,650,631.

    13F-HR 0000945621-25-000748 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 823,684 shares
    Change vs previous 13F -172,637 shares

    2.26% of the 13F portfolio, value $137,909,408.

    13F-HR 0000945621-25-000472 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 996,321 shares
    Change vs previous 13F +209,551 shares

    3.68% of the 13F portfolio, value $230,987,056.

    13F-HR 0000945621-25-000179 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 786,770 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $135,717,825.

    13F-HR 0000945621-24-000930 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).