LongAVGOJun 2026
Broadcom Inc.
The Fund views Broadcom as another core beneficiary of sustained AI infrastructure demand and believes its valuation understates the strength of that opportunity. Semiconductor…
AVGO
Which hedge funds are long AVGO?
4 published ideas on Broadcom Inc. across 4 funds — 4 long and 0 short.
Broadcom hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Broadcom: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAVGOJun 2026
Broadcom Inc.
Broadcom is positioned at the center of the shift toward custom silicon for hyperscale AI infrastructure. Its long-term relationship with Alphabet through 2031 gives it an…
LongAVGOJun 2026
Broadcom Inc.
Broadcom is one of Stewart's key semiconductor exposures to the artificial intelligence infrastructure buildout. The manager describes Broadcom alongside Nvidia as a supplier of…
LongAVGOOct 2026
Broadcom Inc.
Baron believes Broadcom's semiconductor portfolio is reaching an inflection point as AI drives demand for networking and custom compute. The company is the market leader in…