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Disclosery

Munro Partners: AVGO position timeline

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

Munro Partners held 389,356 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,356 shares
    Change vs previous 13F -19,040 shares

    3.34% of the 13F portfolio, value $147,079,229.

    13F-HR 0001768744-26-000008 filed by Munro Partners
    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 408,396 shares
    Change vs previous 13F +281,720 shares

    4.28% of the 13F portfolio, value $126,402,646.

    13F-HR 0001768744-26-000006 filed by Munro Partners
    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 126,676 shares
    Change vs previous 13F -222,870 shares

    1.22% of the 13F portfolio, value $43,842,564.

    13F-HR 0001768744-26-000004 filed by Munro Partners
    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 349,546 shares
    Change vs previous 13F +144,330 shares

    3.16% of the 13F portfolio, value $115,318,721.

    13F-HR 0001768744-25-000011 filed by Munro Partners
    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/A 205,216 shares
    Change vs previous 13F -266,604 shares

    1.76% of the 13F portfolio, value $56,567,790.

    13F-HR/A 0001768744-25-000012 filed by Munro Partners
    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 471,820 shares
    Change vs previous 13F +18,585 shares

    3.75% of the 13F portfolio, value $78,996,823.

    13F-HR 0001768744-25-000009 filed by Munro Partners
    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 453,235 shares
    Change vs previous 13F +71,520 shares

    3.65% of the 13F portfolio, value $105,078,002.

    13F-HR 0001768744-25-000010 filed by Munro Partners
    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 381,715 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $65,845,838.

    13F-HR 0001768744-25-000014 filed by Munro Partners
    Filed (acceptance time not in the bulk data set), ingested

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