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Disclosery

Varenne Capital Partners: AVGO position timeline

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

Varenne Capital Partners held 217,265 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 217,265 shares
    Change vs previous 13F +207,709 shares

    13.76% of the 13F portfolio, value $82,014,410.

    13F-HR 0000945621-26-000997 filed by Varenne Capital 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 9,556 shares
    Change vs previous 13F +126 shares

    0.74% of the 13F portfolio, value $2,966,922.

    13F-HR 0000945621-26-000681 filed by Varenne Capital 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 9,430 shares
    Change vs previous 13F +4,993 shares

    0.68% of the 13F portfolio, value $3,265,198.

    13F-HR 0000945621-26-000325 filed by Varenne Capital 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 4,437 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,463,811.

    13F-HR 0000945621-25-001070 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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