David Tepper's Appaloosa Management is back in Broadcom Inc (AVGO) in 2026 Q2, after 1 year out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 150K shares worth about $56.7M at June 30, 2026, 0.76% of the reported portfolio. AVGO enters the book as the 19th largest of 25 stock positions.
What did the 2026 Q2 filing report for AVGO?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 150K |
| Reported value | $56.7M |
| Portfolio weight | 0.76% |
| Rank in portfolio | 19th of 25 |
| Sold out in | 2025 Q2 |
| Out for | 1 year |
How big is the returning AVGO position?
David Tepper opened 6 stock positions in 2026 Q2; AVGO is the 4th largest of them by weight. An average stock position in the David Tepper portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does AVGO sit in the David Tepper portfolio?
AVGO ranks 19th of 25 stock positions in the David Tepper portfolio at 0.76%, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. The AVGO purchase was the 19th largest of the quarter's 34 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
When did David Tepper hold AVGO before?
David Tepper held AVGO before. The fund first reported the name in the quarter ended September 30, 2019, sold out 3 times, most recently in 2025 Q2, and is back after 1 year out. The weight peaked at 2.22% in 2019 Q3. Every reported trade is on the David Tepper AVGO trade history page.
Did other funds buy or sell AVGO in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 8 hold AVGO. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyer of AVGO this quarter was Lewis Sanders. The largest sellers were William Von Mueffling, Chase Coleman III and Polen Capital Management. Every tracked holder of AVGO is on the AVGO ownership page.
FAQ
How many AVGO shares does David Tepper hold?
David Tepper holds 150K shares of AVGO as of June 30, 2026, worth about $56.7M.
What is AVGO's weight in the David Tepper portfolio?
AVGO is 0.76% of the David Tepper portfolio and ranks 19th of 25 stocks by weight.
Has David Tepper owned AVGO before?
Yes. David Tepper held AVGO before. The fund first reported the name in the quarter ended September 30, 2019, sold out 3 times, most recently in 2025 Q2, and is back after 1 year out.
How many other tracked funds hold AVGO?
8 other tracked funds that had filed for 2026 Q2 hold AVGO. One of them opened it this quarter.