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?
2 published ideas on Broadcom Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Broadcom Inc.: the full 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…