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SIRIOS CAPITAL MANAGEMENT L P: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIRIOS CAPITAL MANAGEMENT L P on AVGO, newest first. How the timeline and the estimate are built.

SIRIOS CAPITAL MANAGEMENT L P held 14,818 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 14,818 shares
    Change vs previous 13F -12,005 shares

    0.68% of the 13F portfolio, value $5,597,500.

    13F-HR 0001104883-26-000008 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 26,823 shares
    Change vs previous 13F +10,398 shares

    1.01% of the 13F portfolio, value $8,301,987.

    13F-HR 0001104883-26-000005 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 16,425 shares
    Change vs previous 13F -17,698 shares

    0.71% of the 13F portfolio, value $5,684,693.

    13F-HR 0001104883-26-000003 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 34,123 shares
    Change vs previous 13F -28,067 shares

    1.47% of the 13F portfolio, value $11,257,519.

    13F-HR 0001104883-25-000015 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 62,190 shares
    Change vs previous 13F -44,968 shares

    2.48% of the 13F portfolio, value $17,142,674.

    13F-HR 0001104883-25-000010 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 107,158 shares
    Change vs previous 13F +60,031 shares

    3.2% of the 13F portfolio, value $17,941,464.

    13F-HR 0001104883-25-000006 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 47,127 shares
    Change vs previous 13F -6,369 shares

    1.96% of the 13F portfolio, value $10,925,924.

    13F-HR 0001104883-25-000004 filed by SIRIOS CAPITAL MANAGEMENT L P
    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 53,496 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $9,228,060.

    13F-HR 0001104883-24-000012 filed by SIRIOS CAPITAL MANAGEMENT L P
    Filed (acceptance time not in the bulk data set), ingested

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