Stephen Mandel
Lone Pine Capital
Stephen Mandel Broadcom Inc stake
total: 294
Lone Pine Capital AVGO trades
- Total transactions:
- 10
- New positions:
- 2
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 2
- Held since:
- 2025 Q3
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Stephen Mandel doesn't hold any Broadcom Inc (AVGO) shares. To date, the estimated cost basis is nearly $331.6 for "buy" trades and estimated average "sell" price is $346.1. Lone Pine Capital first purchased AVGO in 2016 Q3, initially acquiring about 26.07M shares. Stephen Mandel later completely sold out the position and invested in Broadcom Inc again in 2025 Q3. Since the initial investment in Broadcom Inc (AVGO), Lone Pine Capital has made 9 more transactions.
When did Stephen Mandel sell Broadcom Inc (AVGO)?
Stephen Mandel sold off the entire Broadcom Inc (AVGO) position in 2026 Q1.
When did Stephen Mandel buy Broadcom Inc (AVGO)?
Stephen Mandel first invested in Broadcom Inc (AVGO) in 2016 Q3 at the reported quarter-end price of $17.25 per share.
What's the cost basis of Lone Pine Capital's AVGO stake?
The estimated cost basis for Broadcom Inc (AVGO) stake is around $331.60 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $331.60
- Weighted AVG sell price:
- $346.10
Stephen Mandel's historical trades in Broadcom Inc
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$346.10
|
|
-100% (-1,730,216)
|
-4.4%
|
|
2025 Q4
|
4.40%
|
1,730,216
|
$346.10
|
$598,827,758
|
+11.67% (+180,804)
|
+0.46%
|
|
2025 Q3
|
3.72%
|
1,549,412
|
$329.91
|
$511,166,513
|
new
|
+3.72%
|
|
2018 Q2
|
0.00%
|
$23.57
|
-100% (-27,377,410)
|
|||
|
2018 Q1
|
3.27%
|
$23.57
|
+11.15% (+2,747,250)
|
|||
|
2017 Q4
|
3.30%
|
$25.69
|
-51.61% (-26,273,440)
|
|||
|
2017 Q3
|
6.08%
|
$24.25
|
-4.31% (-2,292,310)
|
|||
|
2017 Q1
|
6.13%
|
$21.90
|
+49.28% (+17,561,260)
|
|||
|
2016 Q4
|
3.29%
|
$17.68
|
+36.71% (+9,568,720)
|
|||
|
2016 Q3
|
2.01%
|
$17.25
|
new
|
|||
* 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.