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Night Owl Capital Management, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Night Owl Capital Management, LLC on AVGO, newest first. How the timeline and the estimate are built.

Night Owl Capital Management, LLC held 68,438 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,438 shares
    Change vs previous 13F +1,037 shares

    2.71% of the 13F portfolio, value $25,852,454.

    13F-HR 0001410833-26-000005 filed by Night Owl Capital Management, LLC
    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 67,401 shares
    Change vs previous 13F +463 shares

    2.43% of the 13F portfolio, value $20,861,284.

    13F-HR 0001410833-26-000004 filed by Night Owl Capital Management, LLC
    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 66,938 shares
    Change vs previous 13F +873 shares

    2.54% of the 13F portfolio, value $23,167,242.

    13F-HR 0001410833-26-000003 filed by Night Owl Capital Management, LLC
    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 66,065 shares
    Change vs previous 13F +593 shares

    2.38% of the 13F portfolio, value $21,795,504.

    13F-HR 0001410833-25-000008 filed by Night Owl Capital Management, LLC
    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 65,472 shares
    Change vs previous 13F +1,945 shares

    2.09% of the 13F portfolio, value $18,047,357.

    13F-HR 0001410833-25-000006 filed by Night Owl Capital Management, LLC
    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 63,527 shares
    Change vs previous 13F +2,936 shares

    1.33% of the 13F portfolio, value $10,636,249.

    13F-HR 0001410833-25-000005 filed by Night Owl Capital Management, LLC
    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 60,591 shares
    Change vs previous 13F -57,654 shares

    1.81% of the 13F portfolio, value $14,047,311.

    13F-HR 0001410833-25-000002 filed by Night Owl Capital Management, LLC
    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 118,245 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $20,397,262.

    13F-HR 0001410833-24-000012 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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