The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

Broadcom Inc. (AVGO)

Sector: semiconductors · Tracking since 2026-05-15

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
50
Signal score
$0
Net insider value 90d
0
Insider buyers 90d
3
Watchlist holders

Watchlist holders

Analysis

Broadcom gets a split verdict: one manager doubles down, another exits entirely moderate (2026-W34)

Broadcom's Q2 register shows a genuine split verdict. Coatue more than doubled its position, from 2.42M to 5.41M shares (+123%), and Appaloosa opened a new small stake. But Altimeter fully exited (its 67,094-share position went to zero) and Tiger Global cut its stake roughly in half (3.58M to 1.75M shares, -51%). One manager's highest-conviction add of the quarter is another's full exit — worth watching rather than reading as one-directional.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-08-14coatue13f_new2,932,3921,107,711,078filing
2026-08-14coatue13f_new149,71656,555,219filing
2026-08-14coatue13f_new1,205,847455,508,704filing
2026-08-14coatue13f_new49,25118,604,565filing
2026-08-14coatue13f_new422,553159,619,396filing
2026-08-14coatue13f_new151,59657,265,389filing
2026-08-14coatue13f_new456,268172,355,237filing
2026-08-14coatue13f_new42,17615,931,984filing
2026-08-14altimeter13f_exit00filing
2026-08-14appaloosa13f_new150,00056,662,500filing
2026-08-14tiger-global13f_trim1,754,062662,596,921filing
2026-05-15coatue13f_new273,50284,651,604filing
2026-05-15coatue13f_new159,19149,271,206filing
2026-05-15coatue13f_new976,187302,139,638filing
2026-05-15coatue13f_new26,9238,332,938filing
2026-05-15coatue13f_new422,553130,784,379filing
2026-05-15coatue13f_new151,59646,920,478filing
2026-05-15coatue13f_new393,556121,809,518filing
2026-05-15coatue13f_new20,2316,261,697filing
2026-05-15altimeter13f_add67,09420,766,265filing
2026-05-15tiger-global13f_add3,584,8141,109,535,781filing