David M. Polen
Polen Capital Management
Polen Capital Management Broadcom Inc stake
total: 588
Polen Capital Management AVGO trades
- Total transactions:
- 4
- New positions:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 1,960,209 Broadcom Inc (AVGO) shares with a market value of roughly $740.47M accounting for 6.38% of the overall portfolio. To date, the estimated cost basis is nearly $329.91 for "buy" trades and estimated average "sell" price is $343.26. Polen Capital Management first purchased AVGO in 2025 Q3, initially acquiring about 4.49M shares. Since the initial investment in Broadcom Inc (AVGO), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management buy Broadcom Inc (AVGO)?
Polen Capital Management first invested in Broadcom Inc (AVGO) in 2025 Q3 at the reported quarter-end price of $329.91 per share.
What's the cost basis of Polen Capital Management's AVGO stake?
The estimated cost basis for Broadcom Inc (AVGO) stake is around $329.91 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $329.91
- Weighted AVG sell price:
- $343.26
Polen Capital Management's historical trades in Broadcom Inc
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
6.38%
|
1,960,209
|
$377.75
|
$740,468,936
|
-27.33% (-737,358)
|
-1.93%
|
|
2026 Q1
|
5.78%
|
2,697,567
|
$309.51
|
$834,924,015
|
-23.62% (-834,070)
|
-1.1%
|
|
2025 Q4
|
5.22%
|
3,531,637
|
$346.10
|
$1,222,299,638
|
-21.27% (-954,217)
|
-1.07%
|
|
2025 Q3
|
4.80%
|
4,485,854
|
$329.91
|
$1,479,928,108
|
new
|
+4.8%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.